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

2691.532 - 2714.732 Travis Kalanick

that DeepSeek is basically challenging going full open source and putting something out there that's really good. And what has to happen is Meta has to decide, we are going to embrace and extend this. We're going to make sure that all the developers come to us, that all the cool applications get built here. So I think it's like there's a tools business and then there's the wrapper business.