Julie.
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Well, Casey, the last time we recorded an emergency podcast, you were at gate E8 of the San Francisco airport, and we were talking about OpenAI and how Sam Altman had just been fired.
Are you at the airport today?
And if not, would you like me to mail you an Auntie Ann's pretzel so you feel more comfortable?
Yeah, that'd be.
No.
All things being equal, Kevin, it's actually much more comfortable to record here in my home studio and not have to compete with the PA system announcing flights to Houston.
Casey we are here today to talk about a little company called Deepseek, which probably most people had not heard of, but that is causing a major series of events in the US Stock market and around the US Tech industry this week.
That's right.
By now, our listeners have probably seen that the stock market dipped on Monday and that some companies whose fortunes are closely tied to AI dipped quite dramatically.
But they also might have just noticed it in the App Store, where Deepseek has hit number one this week, which is a rarity for a Chinese consumer app to do in the United States.
So, yes, suddenly everywhere you look, there are signs of this Deep Seek affecting the world.
And, you know, we should say to maybe talk directly to the things some listeners may be thinking about, like why we are interrupting our normal production schedule to do a special emergency episode about Deep Seek.