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QuarZo Media Hello and welcome to Better Offline. I'm your host, Ed Zittron.

A lot of you have been getting in touch.

Yes, you're getting your Deep Seek episode. In fact, this is the first of a two-parter.

This will come out on Friday, which is when you're listening to this, and then it'll follow up on Monday.

I apologize. I spent a lot of Monday writing this and also learning about a lot of this stuff

in an attempt to distill it as best I could.

This situation is extremely weird and it's developing.

And I think even when I put out this episode, there will be new parts of it that I have yet to really get to.

I will do my absolute best to explain in these episodes both what is happening with Deepseek,

what it means, what they've built, and what it's going to do in the future.

But let's begin.

So as January came to a close, the entire generative AI industry found itself in a kind of chaos.

In short, the recent AI bubble, and in particular the hundreds of billions of dollars being spent on it,

hinged on this big idea that we need

...