Why DeepSeek Will Disrupt Everything You Know About AI & What It Means For Markets | Tom Bilyeu Show
Welcome back to Impact Theory with Tom Bilyeu. Today's episode is an emergency podcast on the phenomenon that's shaken the tech and investment worlds over the weekendβDeep Seek. What started as a quiet innovation has now rocketed to the top of the App Store, dethroning even giants like OpenAI and Gemini. Our host, Tom Bilyeu, alongside producer Drew, dives deep into what Deep Seek is, why it's an absolute game-changer, and its staggering implications for AI, technology investments, and the future of market strategies. Is this the end of expensive training models, and has the focus firmly shifted towards reasoning and inference? Tune in as we unpack why Deep Seek's launch could mark the worst possible time to be an average investor and what this means for the future of AI and global competition. If you haven't already, make sure to subscribe and be part of this critical conversation. Let's get started!
00:00 The Future of AI Training
03:25 Reasoning's Impact on AI Evolution
08:06 DeepSeek Attacked
11:51 "Work Hard, Smart, and Longer"
16:29 Markets Reaction To DeepSeek
20:41 How The Tide Shifts
25:08 How to Navigate a Difficult Future
Deep Seek, AI reasoning, deep learning, synthetic data, market impact, AI model training, Nvidia stock, OpenAI competition, Gemini, AI-driven investment, ChatGPT, GPU efficiency, large language models, inference engines, technology disruption, energy cost reduction, model extraction, physics training, cognitive horsepower, quantum physics, Deep Seek vs ChatGPT, AI innovation, US-China competition, Marc Andreessen, AI Sputnik moment, entrepreneurial mindset, capital allocation, AI in marketing, stock market fluctuation, AI technology moat removal, government investment in technology
Welcome back to Impact Theory with Tom Bilyeu. Today’s episode is an emergency podcast on the phenomenon that’s shaken the tech and investment worlds over the weekendβDeep Seek. What started as a quiet innovation has now rocketed to the top of the App Store, dethroning even giants like OpenAI and Gemini. Our host, Tom Bilyeu, alongside producer Drew, dives deep into what Deep Seek is, why it’s an absolute game-changer, and its staggering implications for AI, technology investments, and the future of market strategies. Is this the end of expensive training models, and has the focus firmly shifted towards reasoning and inference? Tune in as we unpack why Deep Seek’s launch could mark the worst possible time to be an average investor and what this means for the future of AI and global competition. If you haven’t already, make sure to subscribe and be part of this critical conversation. Let’s get started!
00:00 The Future of AI Training
03:25 Reasoning’s Impact on AI Evolution
08:06 DeepSeek Attacked
11:51 “Work Hard, Smart, and Longer”
16:29 Markets Reaction To DeepSeek
20:41 How The Tide Shifts
25:08 How to Navigate a Difficult Future
Deep Seek, AI reasoning, deep learning, synthetic data, market impact, AI model training, Nvidia stock, OpenAI competition, Gemini, AI-driven investment, ChatGPT, GPU efficiency, large language models, inference engines, technology disruption, energy cost reduction, model extraction, physics training, cognitive horsepower, quantum physics, Deep Seek vs ChatGPT, AI innovation, US-China competition, Marc Andreessen, AI Sputnik moment, entrepreneurial mindset, capital allocation, AI in marketing, stock market fluctuation, AI technology moat removal, government investment in technology
