Outside The Bubble: Ep 5 - Deepseek vs Fable5, Nvidia GPUs as an asset, and Trump's $100K Fees

Welcome to Outside the Bubble Episode 5. Outside The Bubble is a cohort of founders and engineers who've built businesses in multiple geographies, multiple markets, and at various scales. Join us as we try and make sense of unprecedented market moves, technologies, and geopolitics and build businesses along the way. In this episode we cover: Deepseek's performance and costs as compared to leading US based AI models: Arsalan highlights how this model achieved a remarkable improvement from 79% to 88% accuracy on Terminal Bench 2.1, all while being eleven times cheaper. This opens up a world of possibilities, making advanced AI solutions more accessible for enterprises. Arsalan further emphasizes that this shift could change how businesses leverage AI, particularly in workflows that previously seemed too complex or expensive. The cost-effectiveness of these new models might allow for broader adoption and experimentation in various sectors. Nvidia's push to try and make GPUs a standardised investable asset-class: As the conversation unfolds, Sean brings attention to the financial dynamics at play, especially concerning GPU markets and their implications for tech companies. How does the rise of cheaper, more efficient models affect the broader economic framework? This question leads to a rich dialogue about capitalism and its intersection with technology. -Trump's newly proposed $100K monthly subscription fees to get early-access to his truth social posts: A much deeper ethical and philosophical discussion unfolds following the introduction of this topic. Participants: Apurva Chiranewala -   / apurva-chiranewala   Sean Geoghegan -   / sean-geoghegan-27445412   Arsalan Khawaja-   / arsalan-khawaja98   #nvidia #trump #truthsocial #deepseek