605: The Democrats Behind DeepSeek

1215.844 - 1241.178 Chris

China was forced, these developers in China were forced to bypass CUDA to squeeze even more efficiency out of this thing. So now they're kind of even getting around to some of NVIDIA's moat. It forced them to come up with a cheaper way to train this thing. And then two days after Trump signs his new White House EO on AI, China drops DeepSeek version 3R1. And NVIDIA's stock drops $600 billion.