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

1145.954 - 1172.762 David Sacks

I mean, I think there are things that are true about the story and then things that are not true or should be debunked. I think that let's call it true thing here is that. If you had said to people a few weeks ago that the second company to release a reasoning model along the lines of 01 would be a Chinese company, I think people would have been surprised by that. So I think there was a surprise.