What if we told you the reason $NVDA tanked yesterday was less to do with DeepSeek's R1 and more to do with a single article that got picked up and shared by the likes of @naval, @chamath, and @garrytan 👀

Today we're excited to be joined by the author himself, @doodlestein, who shares a detailed breakdown of his thesis - what these new breakthroughs mean for the AI landscape, and where we're headed from here 🤖

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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
#NVDA