(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip Controls

Unpacking several days of dizzying reactions to DeepSeek, including a closer look at the costs of model development, why the heightened scrutiny looks like a coping mechanism, DeepSeek’s efficiency breakthroughs, the implications for big tech, and the future of export controls on semiconductors. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube DeepSeek FAQ — Stratechery DeepSeek-R1, DeepSeek Implications — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.