Episode January 28, 2025 14 min 15s

Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25

DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China.