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

Venice’s Head of Strategy, Jon joins David for the October $VVV community call to unpack Venice crossing 5M users and 1T daily tokens, $1M+ in monthly $VVV burns, the DeepSeek-powered growth surge, accelerating AI video demand, the new $VVV ETP, private AI in an era of rising dat ...  Show more

Binance was hit by a $6 billion hack. What happens when the stolen crypto starts moving? TRM Labs' Ari Redbord joins David Hoffman to unpack the frantic first hours of the response, how stablecoin issuers froze billions, and the clues pointing investigators toward North Korea. -- ...  Show more

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 ...  Show more

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 ...  Show more

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 ...  Show more