DeepSeek Rattles Markets + SailPoint's Going Public… again? | E2077

Today’s show: A $6M open-source AI model from China, DeepSeek, sends shockwaves through Wall Street, wiping billions off NVIDIA’s market cap and forcing a rethink on AI infrastructure spending. We explore the 25% surge in startup shutdowns, the lessons from leaner teams, and why some companies just couldn’t make the runway. Plus, SailPoint returns to the public markets saddled with $1.6B in debt—what does this say about private equity’s “buy, fix, and flip” strategy? Don’t miss this deep dive into the latest tech and startup news!

Speakers

AI Chat

Alex Wilhelm

Host • 34%

Jason Calacanis

Host • 64%

Unidentified

Chapters

0:00	NVIDIA dethroned by DeepSeq and China's revolutionary AI model
1:58	DeepSeq's market impact and Project Stargate
4:18	Innovation, H100 GPUs, and open source AI models
8:41	Jevons paradox, Pat Gelsinger's analogy, and AI efficiency
13:25	AI's benefits for startups and privacy concerns
19:51	AI optimization vs. hardware consumption
22:20	OpenAI's revenue, valuation, and NVIDIA's market value
31:07	Sponsor: LinkedIn
33:21	Unified AI digital assistants and DeepSeq's new model
35:01	AI's role in venture capital and team size reduction
41:04	China's influence and DeepSeek's market impact
43:22	Startup shutdowns and potential for increased M&A activity
53:02	Nvidia's historical analysis, risks of leverage, and SailPoint's IPO

Transcript

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