How DeepSeek Shocked Silicon Valley & Crashed Nvidia | Pivot

Kara Swisher and Scott Galloway examine how China's DeepSeek AI model is causing waves in Silicon Valley and Wall Street, outperforming top U.S. models at a fraction of the cost. They also look at how DeepSeek fears sent Nvidia's stock plummeting, and the larger impact on the economy. Is this the start of a major market correction, or the next big buying opportunity? #pivot #podcast #deepseek #ai #nvidia #siliconvalley #wallstreet #economy #markets Subscribe to Pivot on Apple Podcasts: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Subscribe to Pivot on Spotify: https://open.spotify.com/show/4MU3RFGELZxPT9XHVwTNPR Follow us on Instagram and Threads at: https://www.instagram.com/pivotpodcastofficial Follow us on TikTok: https://www.tiktok.com/@PIVOTPODCAST Send us your questions by calling us at 855-51-PIVOT, or at https://podcasts.voxmedia.com/show/pivot

Kara SwisherhostScott Gallowayhost

Jan 28, 20257mWatch on YouTube ↗

EPISODE INFO

Released: January 28, 2025
Duration: 7m
Channel: Pivot
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

Kara Swisher and Scott Galloway examine how China's DeepSeek AI model is causing waves in Silicon Valley and Wall Street, outperforming top U.S. models at a fraction of the cost. They also look at how DeepSeek fears sent Nvidia's stock plummeting, and the larger impact on the economy. Is this the start of a major market correction, or the next big buying opportunity? #pivot #podcast #deepseek #ai #nvidia #siliconvalley #wallstreet #economy #markets Subscribe to Pivot on Apple Podcasts: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Subscribe to Pivot on Spotify: https://open.spotify.com/show/4MU3RFGELZxPT9XHVwTNPR Follow us on Instagram and Threads at: https://www.instagram.com/pivotpodcastofficial Follow us on TikTok: https://www.tiktok.com/@PIVOTPODCAST Send us your questions by calling us at 855-51-PIVOT, or at https://podcasts.voxmedia.com/show/pivot

SPEAKERS

Kara Swisher
host
Scott Galloway
host

EPISODE SUMMARY

In this episode of Pivot, featuring Kara Swisher and Scott Galloway, How DeepSeek Shocked Silicon Valley & Crashed Nvidia | Pivot explores deepSeek Disrupts AI Economics, Rattles Nvidia, And Tests US Strategy The episode examines how Chinese AI model DeepSeek, touted as cheaper and highly capable, has jolted Silicon Valley and Wall Street, triggering sharp drops in Nvidia and other tech and energy-related stocks. Scott Galloway and Kara Swisher discuss whether DeepSeek undermines the assumption that cutting-edge AI requires massive GPU spending and energy consumption. They explore the role of open source in enabling DeepSeek, with Meta’s Yann LeCun arguing that open models, not China per se, are surpassing proprietary ones. The conversation closes on broader implications: regulatory choices, free trade, market corrections, and whether this shock is a blip or the start of a deeper tech revaluation.

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