E213: DeepSeek Panic, US vs China, OpenAI, and Doge Delivers with Travis Kalanick and David Sacks

Jan 31, 2025 #FullEpisodes

(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor
(1:10:37) DOGE's first 10 days
(1:25:13) Future of Self Driving: Uber, Waymo, Tesla
(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts
(1:44:17) Fatal DC plane crash

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https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg

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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://github.com/deepseek-ai/DeepSe...
https://www.tomshardware.com/tech-ind...
https://www.cnbc.com/2025/01/27/nvidi...
https://x.com/shrihacker/status/18844...
https://x.com/balajis/status/18849750...
https://www.fool.com/earnings/call-tr...
https://x.com/mrexits/status/18850174...
https://www.wsj.com/livecoverage/stoc...
https://www.wsj.com/tech/ai/why-disti...
https://techcrunch.com/2024/12/27/why...
https://x.com/rauchg/status/187562766...
https://www.ft.com/content/a0dfedd1-5...
https://x.com/satyanadella/status/188...
https://en.m.wikipedia.org/wiki/Jevon...
https://x.com/pitdesi/status/18831924...
https://x.com/rihardjarc/status/18842...
https://x.com/austen/status/188444429...
https://www.cnbc.com/2025/01/30/opena...
https://x.com/america/status/18843725...
https://x.com/DOGE/status/18843960417...
https://fred.stlouisfed.org/series/FYFSD
https://www.whitehouse.gov/presidenti...
https://x.com/Jason/status/1884671945...
https://abcnews.go.com/538/trump-star...
https://www.cnbc.com/2025/01/15/cpi-i...
https://x.com/chamath/status/18850689...

#allin #tech #news