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Content provided by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Did DeepSeek Kill the Nvidia Star? - Boxes And Lines Lite

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Manage episode 465147052 series 2570074
Content provided by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s Boxes and Lines Lite, where we break down the biggest market stories in just 10–15 minutes. This time, we’re tackling the DeepSeek disruption—the surprise AI breakthrough out of China that sent Nvidia’s stock plunging, erased $600 billion in market value, and wiped nearly $100 billion from tech billionaires’ fortunes. Ronan and JR break down why markets reacted so dramatically, how DeepSeek’s low-cost, high-performance AI models are shaking up the industry, and whether this is just another dot-com-style overreaction or a real shift in the AI arms race.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 465147052 series 2570074
Content provided by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s Boxes and Lines Lite, where we break down the biggest market stories in just 10–15 minutes. This time, we’re tackling the DeepSeek disruption—the surprise AI breakthrough out of China that sent Nvidia’s stock plunging, erased $600 billion in market value, and wiped nearly $100 billion from tech billionaires’ fortunes. Ronan and JR break down why markets reacted so dramatically, how DeepSeek’s low-cost, high-performance AI models are shaking up the industry, and whether this is just another dot-com-style overreaction or a real shift in the AI arms race.

  continue reading

100 episodes

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