As Wall Street tries to game, who will end up the winners and the losers of the Deep Seek Shakeout?

Our next guest says we can nearly definitively say this question has been answered.

Boxio, Aaron Levy, is one of the biggest players in AI software, and he joins us now.

Aaron, tell us, who are the winners?

Well, actually, I think, I actually think there's very few losers, to be clear.

I think what we're seeing is a continued march of progress for making AI models more and more

efficient.

And every time you make AI more efficient, you actually open up a dramatic increase in more

use cases. So while obviously there's going to be some near-term questions around, you actually open up a dramatic increase in more use cases. So while obviously

there's going to be some near-term questions around, you know, how many GPUs do we need, how much

infrastructure we need, I think if you zoom out and you say if, you know, AI became 5x more

efficient or 10x more efficient, I'd argue that we'll have 100x more use cases in the next

five to 10 years. So I think this is a win for developers.

I think it's a win for anybody building it the application layer of AI. And I think it's

a win for the long-term AI ecosystem to have a continued sort of deflationary effect of the cost

of these models.

Right. And that's something that, you know, investors have really been looking for. Are these

use cases, the monetization?

If it's cheaper or more efficient, you'll get those.

But, Aaron, every, you know, phase has had, it's if you don't want to call them losers,

maybe the ones that were too early.

I mean, Benioff talked about this.

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