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DeepSeek lights a fire under Silicon Valley | Equity Podcast

DeepSeek, DeepSeek, DeepSeek () . We couldn’t escape the headlines around the Chinese AI lab this week. The startup — which claims to have built its models more efficiently and at a fraction of the cost of competitors — lit a fire under Silicon Valley after releasing its R1 “reasoning” model and displacing ChatGPT ()…

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DeepSeek, DeepSeek, DeepSeek () . We couldn’t escape the headlines around the Chinese AI lab this week. The startup — which claims to have built its models more efficiently and at a fraction of the cost of competitors — lit a fire under Silicon Valley after releasing its R1 “reasoning” model and displacing ChatGPT () as the App Store’s top app.

Today, on TechCrunch’s Equity () podcast, hosts Kirsten Korosec, Margaux MacColl and Max Zeff are digging into the latest news, including the reactions from both tech giants and the U.S. government, which is increasingly concerned that China is pulling ahead in the AI arms race.

Listen to the full episode to also hear about:

•
Tesla earnings () — from promises made to robotaxi updates, and questions left unanswered. Don’t worry, Kirsten brought her bingo board if you want to play along.

• Nucleus Genomics’ $14 million raise () for DNA sequencing and analysis.  

• The demand for fusion, and Helion’s $425M raise to build its own fusion reactor for Microsoft () .

Equity has a special DeepSeek deep dive on the way for those who want more, so stay tuned!

Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. 

Subscribe to us on () Apple Podcasts () , Overcast () , Spotify () and all the casts. You also can follow Equity on X () and Threads () , at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here () .

Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We’d also like to thank TechCrunch’s audience development team. Thank you so much for listening, and we’ll talk to you next time.

Learn more about your ad choices. Visit megaphone.fm/adchoices ()

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6 Comments

6 Comments

  1. @CydLeonard

    January 31, 2025 at 12:58 pm

    Tesla fouth quarter is a disaster and yall are not tell people. Also yall didn’t tell people part of Tesla’s income is in bitcoin.

    Reply

  2. @CydLeonard

    January 31, 2025 at 1:01 pm

    Revenue down the road. Really

    Reply

  3. @CydLeonard

    January 31, 2025 at 1:01 pm

    Elon is a fraud

    Reply

  4. @CydLeonard

    January 31, 2025 at 1:28 pm

    The guy who did a Nazi salute will be America’s savior? You are out of your ducking mind.

    Reply

    • @MarkMeszarosYNG

      January 31, 2025 at 4:35 pm

      I wonder how much ketamine he’s hopped up on before the presentation? He is just like Henry Ford if you look back in history Henry was a very big Nazi supporter! Check it out!

      Reply

  5. @MarkMeszarosYNG

    January 31, 2025 at 4:38 pm

    I think you are right to have reservations FSD will never work for level 5!

    Reply

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CNET

Microsoft Build 2026: See All the Highlights in 15 Minutes

See all the biggest announcements from Microsoft CEO Satya Nadella at Microsoft’s Build conference in San Francisco. Microsoft showed off its native OpenClaw app for Windows, new Unmetered Agentic AI models and a preview of Microsoft’s quantum computer, Majorana 2. Follow CNET’s Live Blog from Microsoft Build 2026 Live from Microsoft Build 2026: Every Piece…

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See all the biggest announcements from Microsoft CEO Satya Nadella at Microsoft’s Build conference in San Francisco. Microsoft showed off its native OpenClaw app for Windows, new Unmetered Agentic AI models and a preview of Microsoft’s quantum computer, Majorana 2.

Follow CNET’s Live Blog from Microsoft Build 2026
Live from Microsoft Build 2026: Every Piece of AI, PC and Copilot News Dropped Today

0:00 Introduction & The Frontier Intelligence Ecosystem
1:24 Local AI Models: Ion Instruct & Ion Plan
1:59 Hardware Shift: Nvidia RTX Spark & Surface Ultra
3:05 Surface RTX Spark Devox “Dream Machine”
3:56 Data Centers on the Desktop (Windows on DGX)
4:39 Guest: Jensen Huang on Autonomous AI Companions
6:42 OpenClaw Integration Natively on Windows
7:34 OpenClaw Windows Companion App & Live Demo
9:05 Testing the Sandbox Security (Live File Deletion Fail)
10:21 Enterprise OpenClaw: Security, Observability & Plugins
11:44 Quantum Computing Breakthroughs: Majorana 2 Revealed
14:42 Satya Nadella’s Closing Vision for the Ecosystem

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Waymo’s Ojai Minivan: First Impressions

Get an early tour of Waymo’s newest robotaxi, the Ojai minivan 🚐

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Get an early tour of Waymo’s newest robotaxi, the Ojai minivan 🚐

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CNET

Watch Microsoft Build 2026 from San Francisco

Microsoft CEO Satya Nadella takes the stage for the annual Build conference and opening keynote from San Francisco, California. Watch the replay of Microsoft Build 2026 and check out the highlights including an OpenClaw app for Windows, Microsoft’s latest quantum computer, and an update from Nvidia’s CEO, Jensen Huang. Read more about Microsoft Build on…

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Microsoft CEO Satya Nadella takes the stage for the annual Build conference and opening keynote from San Francisco, California. Watch the replay of Microsoft Build 2026 and check out the highlights including an OpenClaw app for Windows, Microsoft’s latest quantum computer, and an update from Nvidia’s CEO, Jensen Huang.

Read more about Microsoft Build on CNET.com
Microsoft Plans to Bring Copilot Into the Agentic AI Age

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