According to a paper authored by the lab, the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks.

Discover why NVIDIA's stock dropped and how U.S. tariffs on Taiwanese semiconductors are reshaping the tech industry. NVIDIA stock

DeepSeek sent shockwaves through the AI investing world when it announced that it trained its R1 generative AI model for less than $6 million. Even more impressive is that some of its capabilities are on par with other leading generative AI models like ChatGPT and Claude.

Doug and Lee talk about the likelihood of Nvidia having a dot-com-like valuation reset as more effective AI models challenge its supremacy, so perhaps changing AI infrastructure spending across the tech industry.