Lauren Goode: Sam said that?
Zoë Schiffer: To its employees.
Lauren Goode: Interesting.
Michael Calore: He also came out on X and said something on: “I want him to compete.”
Zoë Schiffer: Oh yeah. He was like: “I want him to participate in the market, not in the courtroom.”
Lauren Goode: Yeah. Sam said in an interview with Bloomberg News: “I want him to compete by building a better product. Probably his whole life probably comes from an insecurity position.” Shots drawn. And he said he didn’t think he was a happy person.
Zoë Schiffer: Oh my God. Does Sam Altman try to compete to write the next biography of Elon Musk? It looks like a Walter Isaacson level psychology.
Lauren Goode: I don’t know. Zoe, I must say that every time I see something like this break in the news, these two guys fighting something with Openai, I literally hear your voice in my head of one of our previous episodes, “disorderly, Disordered, disorderly.
Zoë Schiffer: It is. It’s so messy. I really had this this week when they were all this swindle thing back and forth. I was like, you guys. I mean, I appreciate it. I like us to see all of this, but at the same time, no communication team. Wow. Yeah, you can say.
Michael Calore: Yeah.
Lauren Goode: Now we should probably simply put there, that there are OpenAi reviews who think that it is completely too high and overvalued which would examine this evaluation of $ 157 billion, even if it is based on funding Private, which then is equivalent to a certain assessments and let’s simply say, there is no way that they are worth so much. There is no way that they can generate enough income over the next three to five years to justify this assessment.
Zoë Schiffer: I mean, have these people already looked at the Silicon Valley startups? Do they know how all this industry takes place?
Lauren Goode: Okay, exactly.
Michael Calore: Well, a large part of this conversation in the last month was Deepseek, right? The chatbot competitor belonging to Chinese in Chatgpt.
Zoë Schiffer: Yeah. Another moment when our bosses said, “What do we know about Deepseek?” And we panic saying, “No idea. What is it? I have never heard of.” But yes, I mean, it’s a chatbot that was launched on the stage. He essentially made a model that rivals very directly with the best models of OpenAi reasoning, but the company says that it formed it with a fraction of the specialized GPUs that Optaai used and a fraction of the cost. Again, I have the impression, Lauren, we must warn. Many people dispute this. They don’t believe it, but that’s the idea. And the market reacts quite intensely. NVIDIA, that Lauren you have brought back, their stock takes some success.
Lauren Goode: Yeah, a little bit. I forget how many billions they lost in value that day. It was like howls. Yeah. Suddenly, Jensen Huang was going to supercuss for his haircuts. Hold a second. Lower stock after Deepseek. Yeah. Supposedly his stock dropped by around 17% on the news of Deepseek, which I did not calculate how many billions, but these were $ 600 billion on its value. People were very nervous about it, whether or not they could trust the information from China is a different question. But if it was true, then yes, he shook the AI market. And consequently, I think it was a week later, it was at this moment that Openai decided to launch his model of reasoning O3-Mini, which means very little for people who do not follow him very Close, but it was a way for them to say, look, we advance the limits of what these small models can achieve, and smaller generally means cheaper. He apparently responded 24% faster than another mini-model that Openai had extinguished. His responses included 39% less mistakes. He was supposed to do more reasoning. And so I think we will see a lot. I also think that we will see some of the great actors of AI seek to make strategic acquisitions of small IA companies as a quick way to put their technology at speed to correspond to what Deepseek does.
