Lauren God: Sam said that?
Zoë schifer: To your employees.
Lauren God: interesting.
Michael Calore: He also came out on X and said about something, “I wish he would compete.”
Zoë schifer: Oh yes He was so, “I wish he would compete in the marketplace, not in the court room.”
Lauren God: Yes. Sam said in an interview by Bloomberg News, “I wish he will compete by making just a better product. Perhaps his whole life is from insecurity.” shots fired. And he said that he did not think he was a happy person.
Zoë schifer: Oh, my god. Is Sam Altman trying to compete to write the next Elon Muscian biography? It sounds like Walter Isakson level psychology.
Lauren God: I do not know Zo, I have to say, every time I see something like this in this news, these two people fight something with openi, I really hear your voice in my head with an episode of my earlier, “dirty,” dirty, Dirty, dirty.
Zoë schifer: it is. It is very dirty. I was really this week when they were this whole thug. I was so, you guys. I mean, I appreciate it. I like that we can see all this, but at the same time, there is no com team. Very good. Yes, you can tell.
Michael Calore: Yes.
Lauren God: Now, we probably just keep out there too, that are the critics of Openai, who think that it is completely over-somn and overwalld which will look at the evaluation of that $ 157 billion, even if it is based on private funding, Still just equal to one, some evaluates and simply say, there is no way that they are very worth. There is no way that they can generate enough revenue in the next three to five years to justify that evaluation.
Zoë schifer: I mean, have those people first seen Silicon Valley Startups? Do they know how this whole industry runs?
Lauren God: well of course.
Michael Calore: Well, in the last month, a large part of that conversation is either Deepsek, right? Chinese -owned chatbot to compete competitive chat.
Zoë schifer: Yes. Another moment where our owners said, “What do we know about Deepsek?” And we get nervous saying, “No idea. What is this? Never heard about it.” But yes, I mean, this is a chatbot that was launched on the scene. It is basically a model created which competes very directly with Openai’s best logic model, but the company says it trained it with a fraction of special GPU which was used Openai, and cost On a part of. Again, I think, Lauren, we need to put in cavit. Many people dispute this. They do not believe it, but this is the idea. And the market reacts very intensely. NVIDIA, which you have reported extensively on Lauren, takes a little hit of their stock.
Lauren God: Yes, a bit of a hit. I forget how many billions of them were lost that day. It was liked, Vups. Yes. Suddenly, Jensen Huang was going to Supercuts to make his haircut. hold on a second. Stock drop after Deepsek. Yes. This stock is believed to have fallen by about 17% on the news of Deepsek, which I have not calculated how many billions it was, but it was a lot, $ 600 billion from its value. People were very nervous about this, whether they could trust the information coming from China, it is a different question. But if this was true, yes, it provoked the AI market. And as a result, I think it was a week later, when Openi decided to launch its O 3-My Mine Reasoning Model, meaning it is very low for those who are not following it very closely, But this was a way to say to them, see, we can get these small models, and small mean is usually less expensive, carrying forward its boundaries. This clearly responded to 24% faster than another mini model that Openai kept out. Its answers included 39% less mistakes. It was more logical. And so I think we are watching a lot about this. I also feel that we are going to see some big players of AI, who do a rapid way to speed up their technology for strategic acquisition of small AI companies, which is doing Deepsek.
