Recommended Watch: DeepSeek Rattles Markets + SailPoint's Going Public… again? | E2077 (youtube.com)
Today’s show: A $6M open-source AI model from China, DeepSeek, sends shockwaves through Wall Street, wiping billions off NVIDIA’s market cap and forcing a rethink on AI infrastructure spending. We explore the 25% surge in startup shutdowns, the lessons from leaner teams, and why some companies just couldn’t make the runway. Plus, SailPoint returns to the public markets saddled with $1.6B in debt—what does this say about private equity’s “buy, fix, and flip” strategy? Don’t miss this deep dive into the latest tech and startup news!

Timestamps:
(0:00) Jason and Alex kick off the show.
(1:58) DeepSeek's market impact and Project Stargate
(4:18) Innovation, H100 GPUs, and open-source AI models
(8:41) Jevons paradox, Pat Gelsinger's analogy, and AI efficiency
(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
(13:25) AI's benefits for startups and privacy concerns
(19:32) Squarespace. TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: [https://www.Squarespace.com/TWIST](https://www.squarespace.com/TWIST)
(19:51) AI optimization vs. hardware consumption
(22:20) OpenAI's revenue, valuation, and NVIDIA's market value
(30:13) LinkedIn Jobs. Post your first job for free at  linkedin_1x.png / twist  
(33:21) Unified AI digital assistants and DeepSeq's new model
(35:01) AI's role in venture capital and team size reduction
(41:04) China's influence and DeepSeek's market impact
(43:22) Startup shutdowns and potential for increased M&A activity
(53:02) Nvidia's historical analysis, risks of leverage, and SailPoint's IPO

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(10:03) Northwest Registered Agent. For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.... today.
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