{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"DeepSeek R1 &amp; The Short Case For Nvidia Stock | Jeffrey Emanuel","description":"China\u2019s new DeepSeek AI model, which reportedly matches GPT-4\u2019s performance at 1\/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia\u2019s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek\u2019s efficiency gains aren\u2019t the only story, as his viral 12,000-word article \u201cThe Short Case for Nvidia Stock\u201d also catalyzed the market\u2019s panic. In this episode, we explore how these converging factors could unbundle Nvidia\u2019s once-unassailable lead and drastically reshape AI compute economics.  Jeff's Article:&amp;nbsp;  https:\/\/youtubetranscriptoptimizer.com\/blog\/05_the_short_case_for_nvda Jeff on X:&amp;nbsp;https:\/\/x.com\/doodlestein&amp;nbsp;  ------ BANKLESS SPONSOR TOOLS:  \ud83e\ude99FRAX | SELF SUFFICIENT DeFi https:\/\/bankless.cc\/Frax&amp;nbsp;  \ud83e\udd84UNISWAP | BUG BOUNTY PROGRAM https:\/\/bankless.cc\/Uniswap-Bug-Bounty&amp;nbsp;  \u2696\ufe0fARBITRUM | SCALING ETHEREUM \u2060https:\/\/bankless.cc\/Arbitrum&amp;nbsp;  \ud83d\udedeMANTLE | MODULAR LAYER 2 NETWORK https:\/\/bankless.cc\/Mantle&amp;nbsp;  \ud83c\udf10CELO | BUILD TOGETHER AND PROSPER https:\/\/bankless.cc\/Celo&amp;nbsp;  \ud83c\udfaeRONIN | THE FUTURE OF WEB3 GAMING https:\/\/bankless.cc\/Ronin ----- \u2728 Mint the episode on Zora \u2728  https:\/\/zora.co\/collect\/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f\/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E&amp;nbsp;&amp;nbsp; ------ TIMESTAMPS 00:00 Start 05:20 Intro To Jeff 07:27 The Issue With DeepSeek 16:00 Inference Compute Explained 24:51 Nvidia's Competition 29:14 DeepSeek's Impact On Valuations 36:46 Criticism Around Jeff's Thesis 44:17 DeepSeek's 45x Upgrade 51:30 The Transformer Explained 01:03:15 Why Is Everyone Shocked? 01:12:07 Synthetic Data 01:21:30 Why Jeff's Article Went Viral  ------ Not financial or tax advice. See our investment disclosures here: https:\/\/www.bankless.com\/disclosures\u2060&amp;nbsp; ","author_name":"Bankless","author_url":"http:\/\/podcast.banklesshq.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/35051295\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/183925175"}