Currently, surprising amounts of news come out from the world of technology. This week is Deepseek. Before that, it was a ban on Tactoku, and it was a large -scale infrastructure transaction that was sold, and of course Trump. He talked to Jessica Lesson, the founder of the information, as he wanted Silicon Valley’s wishes and insider’s views on fear.
News about Deepseek this week -as powerful as the best from the United States, but the AI engine built in China, built at a few minutes of cost, shakes Silicon Valley and then.
But that is just one of the series of issues that meet technology. Large difference: At this time, Deepseek is not intertwined with Donald Trump.
Everything else in the world of technology seems to be deeply involved in Trump 2.0. This cooperates with the new president, from Tactoku’s forced sale to the world’s most powerful CEO parade.
I wanted to see all the scenery from the Bay Area, so I looked at Jessica Lesson, a deeply procured journalist who has covered technology for decades. 2013.
Pod casters like to call them “wide conversations” that go in all kinds of directions, and you can listen to the whole thing in my “channel” show. This is an edited excerpt. It focuses on the reverberation of Deep Shik and the swirls around Tactoku.
DeepSeek’s news is still shaking Sirkkon Valley and Wall Street, and people are still organizing what it means. What is your take -out?
What happens here is that Deepseek is surprised at very important questions. What are the advantages of comparison that companies can have around AI, and where is the money for a very long time?
We have seen extraordinary growth, extraordinary products coming out of AI. Everyone we are early inning, we are. So how does this technology go? How easy it is for others to build a good model? Also, what kind of business will be built? I felt it was an open question for months. And I feel what happened in DeepSeek. Everyone realized, “Wow, this is a very open question.”
Last year, there was a conventional wisdom jewel that AI winners would be the biggest technology companies. This can give all the great power used by all chips, all engineers, and all of them. This has overturned everything. It is attractive to see the Wall Street reaction.
I think what Wall Street is doing is actually something like the moment of the Memm. I didn’t get a meta here, but I felt like DeepSeek. The model came out for a while. They have released another model. Suddenly, Marc Andreessen and Bill Gurley tweeted about it. Capture Silicon Valley’s imagination and slash paranoia. And I think Wall Street did what Wall Street was doing. This has a dull reaction in all aspects.
You had a story, but I think it contributed to panic. You can imagine that Wall Street sees the story of your publication and thinks, “Mark Zuckerberg is worried about this. We should worry about this.” 。
I think Wall Street is generally trying to grasp what AI should make. We are only a few days after the major infrastructure announcement that all striped investors are trying to digest. Now, we have this evidence, it may be easier to know or catch up. So I don’t think I can see so much. But up to your previous point, I still have a distribution, so I think AI can make a lot of profits. They have an existing business line that can be charged for turbo. I don’t think this has changed.
Donald Trump says he intends to find non -Chinese buyers for some or everyone in Tactoku. Who is it and what is your best measure?
I returned when I finally came (2020), and the conversation was the farthest with the consortium, including Microsoft, Walmart, and Oracle. Tiktok is one of the largest customers in the world, such as cloud computing, AI chips, and data centers, so it is strategically valuable for these large companies. So I believe that I know to some extent to some extent. All of these entities have returned to the table. And, as you know, you can’t count the Iron mask.
It is surprising how quiet he is.
That’s amazing.
He purchased Twitter, but did not work in many ways. You can claim that it worked for him in another way. But tiktok is much more influential than Twitter.
Among many of his many issues, selling tessas with complete autonomous driving ability in China is at the top of the list. He is not allowed to do it. It damages his status in the Chinese market, which is essential. And he is looking for all possible negotiations. I think his relationship with Trump is partly due to the need to negotiate with China. So I think it’s an important context here. And, like other good businessmen, he is convinced that he is trying to use it for his benefit. I think we need to play this a little and see what will happen. And all options are still on the table. In other words, you can have the Chinese government tell you.
Technology leaders accept Trump very publicly. That’s because they want to get something from him. And are they afraid of offend him?
I think the story is a bit more complicated than wanting to be in his good grace. I feel that Silicon Valley has a moment of solving many policies, from tax law to day in the past few years. Therefore, technology leaders are really at this moment. They match many problems with Trump. They take this moment to take it back to the place they want, to take it back.