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Alfalfa
2025-01-30
Ep 225 - DEEPSEEK & The Short Case for Nvidia
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About the episode

Welcome to the Alfalfa Podcast 🌾

(0:00) Intro
(07:44) - AI and Market Reactions
(11:49) - DeepSeek AI Breakthrough
(45:42) - Exploring Local AI Model Training
(47:30) - The Dream of Personalized AI
(48:36) - Challenges and Timelines for AI Development
(49:37) - The Future of AI and Its Impact on Industries
(01:19:25) - Moral Values and Ideological Differences

Links Mentioned in the Episode:
https://x.com/SeedOilDsrspctr/status/1883254013006840005
https://simonwillison.net/2025/Jan/27/deepseek-nvidia/
https://x.com/morganb/status/1883686162709295541
https://x.com/tferriss/status/1882553460564132230

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Disclaimer: This is not Financial Advice. All opinions expressed by the podcast, members of the podcast, its guests, and its representatives are intended for informational purposes only and should not be treated as investment or financial advice of any kind. Any information provided is general in nature and does not take into account the viewers specific circumstances. Alfalfa and its representatives are not liable to the listener/viewer or any other party, for the listener/viewer’s use of, or reliance on, any information received, directly or indirectly, from this media. The listener/viewer should always conduct their own research and obtain independent legal, financial, taxation and/or other professional advice in respect of any decision made in connection with this media.
Furthermore, any views or opinions represented on this show by hosts or guests are 100% personal and belong solely to the show and do not represent those of people, institutions, organizations the owners may or may not be associated with in a professional or personal capacity unless explicitly stated. Any views or opinions are not intended to malign any religion, ethnic group, club, organization, company, or individual.

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