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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq

2113.453 - 2132.883 Jonathan Ross

So I think over the long term, the only thing I say is Warren Buffett and Charlie Munger in the short term, the market is a popularity contest. In the long term, it's a weighing machine. I can't tell you about the popularity contest, but in terms of the weighing machine part, this is a misunderstanding. It's actually more valuable thanks to deep seek, not less valuable.

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