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Who Burst The Artificial Intelligence Bubble?
Manage episode 464097214 series 2084625
When a bubble gets burst, the pin usually gets the blame. But it's not the pin's fault. How do bubbles form? What is the definition of a bubble? Bubbles form when three things come together:
- A massive amount of capital injected into a segment
- A story which supports the unlimited upside potential which is fuelling the frenzy
- The income from the market is not enough to support the investment.
On today's show we dissect the optimizations that Deepseek made to undercut the entire AI industry. These shortcuts are obvious in hindsight.
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**Real Estate Espresso Podcast:**
Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
Website: [www.victorjm.com](http://www.victorjm.com)
LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
**Y Street Capital:**
Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
2591 حلقات
Manage episode 464097214 series 2084625
When a bubble gets burst, the pin usually gets the blame. But it's not the pin's fault. How do bubbles form? What is the definition of a bubble? Bubbles form when three things come together:
- A massive amount of capital injected into a segment
- A story which supports the unlimited upside potential which is fuelling the frenzy
- The income from the market is not enough to support the investment.
On today's show we dissect the optimizations that Deepseek made to undercut the entire AI industry. These shortcuts are obvious in hindsight.
-------------
**Real Estate Espresso Podcast:**
Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
Website: [www.victorjm.com](http://www.victorjm.com)
LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
**Y Street Capital:**
Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
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