It's fair to say things have been a little crazy this week. Thanks to the drop of Chinese AI lab DeepSeek's beautiful, powerful AI reasoning model, tech stocks took an absolute pounding — producing, in no small part because of Nvidia, the largest individual loss of share market value in American history.

The freakout wasn't just in markets. AI developers in the US were also going through it. We talked about DeepSeek a little bit last week, but this week we dive into the madness, and spend a bit more time talking about the model itself.

If you want to hear us go deeper, sign up for Down Round Premium today.

It's fair to say things have been a little crazy this week. Thanks to the drop of Chinese AI lab <a href="https://www.deepseek.com">DeepSeek</a>'s beautiful, powerful AI reasoning model, tech stocks took an absolute pounding &mdash; producing, in no small part because of Nvidia, the largest individual loss of share market value in American history.
The freakout wasn't just in markets. AI developers in the US were also going through it. We talked about DeepSeek a little bit last week, but this week we dive into the madness, and spend a bit more time talking about the model itself.
If you want to hear us go deeper, sign up for <a href="https://downround.memberful.com/join?return_to=https%3A%2F%2Fdownround.memberful.com%2F&amp;splash=0">Down Round Premium</a> today.

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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