DeepSeek R1 & The Bear Case For Nvidia Stock

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Wow your comment section is 99% bots shilling something I've never heard of and you never mentioned in the video. If that was the topic I'd understand but this makes reading comments unreasonable.

[@deltacodealpha]

WOW, Jeff is my kind of guest. Learning so SO much

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I think I found the only comment here that isn't a bot shilling something.

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Infurnaevely1

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[@ppadooru11]

Amazing podcast and article written by Jeff. I think Deepseek is a canary, AI is a massive deflationary moment for Technology services. This is underpriced in markets. The business case for AI doesn't make sense if technology costs dont go down significantly (as happened in the case of OpenAI v Deepseek, openAI probably lost 80% of revenue overnight)

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Very interesting and informative interview!

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One of my favorite episodes

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Cerebrus has prototypes… making chips of that size at scale is extremely difficult and unproven

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i dont get it. "AI is my favorite tech but... short NVIDIA because ... but deepseek isn't that big of a deal bu..."

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Nah, Nvidia is more needed than ever now for deepseek openai you name it! its even more in demand

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why am i more bullish on nvidia after this interview?

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