The most recent episode of the always interesting Odd Lots podcast (Produced by Bloomberg and hosted by Joe Weisenthal and Tracy Alloway) probes the market sell-off (apparently) triggered by DeepSeek’s open-source AI model R1. It’s only about 20 minutes long, and worth a listen if you’re interested in the topic. The guest is Zvi Mowshowitz, who’s posted an R1 explainer on his Substack, Don’t Worry About the Vase.
Odd Lots: The AI Model That Tanked the Stock Market
ETA: Here’s a link to Ben Thompson’s DeepSeek FAQs in his Stratechery newsletter.