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

2871.991 - 2894.018 David Sacks

So I think R1, or DeepSeek's done a good job being a fast follower here. It's not clear that this is the frontier. And those frontier model companies now, having seen what might have happened with distillation, have a pretty strong incentive to make sure that doesn't happen again. And they're going to be taking countermeasures. I mean, there's a question of how much you can do to stop it.