DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

1074.586 - 1097.222 David Sacks

And so it is interesting to think about like, why was this such a potent news story? And I think it's because there's two things about that company that are different. One is that obviously it's a Chinese company rather than an American company. And so you have the whole China versus US competition. And then the other is it's an open source company, or at least an open source, the R1 model.