China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffery Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.


- Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda 


- Jeff on X: https://x.com/doodlestein 

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TIMESTAMPS

00:00:00 Start
00:02:52 Intro To Jeff
00:04:59 The Issue With DeepSeek
00:13:32 Inference Compute Explained
00:22:23 Chipping Away At Nvidia
00:26:46 DeepSeek's Impact On Valuations
00:34:18 Criticism Around Jeff's Thesis
00:41:50 DeepSeek's 45x Upgrade
00:49:02 The Transformer Explained
00:58:49 Why Is Everyone Shocked?
01:07:41 Synthetic Data
01:17:05 How His Article Blew Up


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DeepSeek R1 & The Short Case For Nvidia Stock