AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI...

Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, and Ethereum’s 11th birthday. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY ...  Afficher plus

Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how vaults work, why repo markets matter and where this new asset-management layer ...  Afficher plus

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Afficher plus

Nilay and David dig into the week's biggest story: the new Intel-powered Surface Pro. Kidding! They talk about DeepSeek, the out-of-nowhere AI company that sent both Silicon Valley and the stock market into uproar this week. Then, after the hosts debate what the real killer app f ...  Afficher plus

Join Anthony and Piers for a quick take on the latest news rocking markets Monday morning, as they unpack the trillion-dollar market sell-off sparked by Chinese AI startup DeepSeek. This episode dives into the ripple effects of DeepSeek’s cost-efficient AI model, the mounting pre ...  Afficher plus

Chinese startup DeepSeek has upended assumptions about what it will take to fund and fuel the next generation of artificial intelligence. Tech correspondents Jeffrey Dastin and Anna Tong discuss the fallout for Silicon Valley, investors and global politics.   Sign up for the Reu ...  Afficher plus