DeepSeek lights a fire under Silicon Valley

Elon Musk has merged SpaceX and xAI, creating what might be the blueprint for a new Silicon Valley power structure. With his $800 billion net worth already rivaling historic conglomerate GE's peak market cap, and Musk being vocal about his view that "tech victory is decided by ve ...  Show more

Andreessen Horowitz just raised a whopping new $15 billion in funding. And a $1.7 billion chunk of that is going to its infrastructure team, the one responsible for some of its biggest, most prominent AI investments including Black Forrest Labs, Cursor, OpenAI, ElevenLabs, Ideogr ...  Show more

AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ...  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

Our 149th episode with a summary and discussion of last week's big AI news!

Check out our sponsor, the SuperDataScience podcast. You can listen to SDS across all major podcasting platforms (e.g., Spo ...

Our 155th episode with a summary and discussion of last week's big AI news!

Correction: Andrey said CLIP came out with DALL-E 2; it came out alongside the first DALL-E.

Check out our sponsor, the ...