DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

<p>(0:00) The Besties intro Travis Kalanick!</p> <p>(2:11) Travis breaks down the future of food and the state of CloudKitchens</p> <p>(13:34) Sacks breaks in!</p> <p>(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry</p> <p>(50:14) US vs China in AI, the Singapore backdoor</p> <p>(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor</p> <p>(1:10:37) DOGE's first 10 days</p> <p>(1:25:13) Future of Self Driving: Uber, Waymo, Tesla</p> <p>(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts</p> <p>(1:44:17) Fatal DC plane crash</p> <p>Follow Travis:</p> <p><a href="https://x.com/travisk">https://x.com/travisk</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf"> https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf</a></p> <p><a href= "https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m"> https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m</a></p> <p><a href= "https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html"> https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html</a></p> <p><a href= "https://x.com/shrihacker/status/1884414667503853749">https://x.com/shrihacker/status/1884414667503853749</a></p> <p><a href= "https://x.com/balajis/status/1884975064283812270">https://x.com/balajis/status/1884975064283812270</a></p> <p><a href= "https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024"> https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024</a></p> <p>earnings-call-transcri</p> <p><a href= "https://x.com/mrexits/status/1885017400308806121">https://x.com/mrexits/status/1885017400308806121</a></p> <p><a href= "https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5</a></p> <p><a href= "https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3"> https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3</a></p> <p><a href= "https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt"> https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt</a></p> <p><a href= "https://x.com/rauchg/status/1875627666113740892">https://x.com/rauchg/status/1875627666113740892</a></p> <p><a href= "https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6">https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6</a></p> <p><a href= "https://x.com/satyanadella/status/1883753899255046301">https://x.com/satyanadella/status/1883753899255046301</a></p> <p><a href= "https://en.m.wikipedia.org/wiki/Jevons_paradox">https://en.m.wikipedia.org/wiki/Jevons_paradox</a></p> <p><a href= "https://x.com/pitdesi/status/1883192498274873513">https://x.com/pitdesi/status/1883192498274873513</a></p> <p><a href= "https://x.com/rihardjarc/status/1884263865703358726">https://x.com/rihardjarc/status/1884263865703358726</a></p> <p><a href= "https://x.com/austen/status/1884444298130674000">https://x.com/austen/status/1884444298130674000</a></p> <p><a href= "https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html"> https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html</a></p> <p><a href= "https://x.com/america/status/1884372526144598056">https://x.com/america/status/1884372526144598056</a></p> <p><a href= "https://x.com/DOGE/status/1884396041786524032">https://x.com/DOGE/status/1884396041786524032</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYFSD">https://fred.stlouisfed.org/series/FYFSD</a></p> <p><a href= "https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency"> https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency</a></p> <p><a href= "https://x.com/Jason/status/1884671945800573018">https://x.com/Jason/status/1884671945800573018</a></p> <p><a href= "https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633"> https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633</a></p> <p><a href= "https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html"> https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html</a></p> <p><a href= "https://x.com/chamath/status/1885068981905875241">https://x.com/chamath/status/1885068981905875241</a></p>