How DeepSeek's $6 Million Model Changed Silicon Valley Forever

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles. Timecodes 0:00 - Question Everything 12:35 - It's Complicated 21:30 - Winners & Losers 29:30 - RoboTaxi Update Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — FOLLOW US Instagram: https://www.instagram.com/riskreversalmedia/ X: https://x.com/riskreversal LinkedIn: https://www.linkedin.com/company/riskreversalmedia #investing #stocks #stockmarket The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.