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200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

Not Investment Advice · Bilal Zaidi, Jack Butcher, Trung Phan

January 29, 20251h 23mExplicit

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Show Notes

The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers


Timestamps:

  • (00:00:00) - Intro
  • (00:04:17) - DeepSeek Breakdown
  • (00:18:50) - Is DeepSeek a Psyop?
  • (00:46:01) - DeepSeek Founder's Background
  • (00:54:50) - DeepSeek's Impact on AI Landscape
  • (01:04:45) - Big Tech Winners & Losers



What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.


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