Ed and Jathan are together in the San Francisco Bay Area huddled over a single mic like a fire keeping us warm as we record an episode about DeepSeek before running off to our book launch event at City Lights (thanks all the wonderful TMK fans who made it a packed house!). DeepSeek, the disruptive new LLM from a Chinese startup / hedge fund, is being hailed as Silicon Valley’s “Sputnik moment.” We dig into how DeepSeek challenges the fundamental economics of the AI industry, while casting a skeptical eye on claims that DeepSeek solves any of the real problems of AI—financial, social, or political.

••• Deep Impact | Ed Zitron https://www.wheresyoured.at/deep-impact/

••• DeepSeek sends a shockwave through markets https://www.economist.com/business/2025/01/27/deepseek-sends-a-shockwave-through-markets

••• The real meaning of the DeepSeek drama https://www.economist.com/leaders/2025/01/29/the-real-meaning-of-the-deepseek-drama

••• OpenAI targets $300bn valuation in SoftBank-led funding round https://www.ft.com/content/2c697ff8-dfe9-4c42-a328-d21216293aa3

Standing Plugs:

••• Order Jathan’s new book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite

••• Subscribe to Ed’s substack: https://substack.com/@thetechbubble

••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills

Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)