This co-hosted podcast episode of "AI Roll-Up" focuses on the emergence of DeepSeek, a low-cost, open-source AI model from China, and its impact on the AI and cryptocurrency markets. The hosts discuss DeepSeek's performance, its surprisingly low training costs, and the innovative techniques it employed. They then analyze the broader implications, including the ongoing US-China AI arms race, the potential for increased compute demand (Jevons Paradox), and the effect on AI-related crypto tokens. Finally, they delve into specific crypto projects like Virtuals (expanding to Solana), AIXBT (launching a tiered access system), and Venice (a privacy-focused LLM with a Coinbase listing), highlighting the evolving landscape of AI agents and their integration with various blockchains. The discussion concludes with speculation on future trends, such as the growing importance of "unsexy" middleware agents and the increasing integration of Web2 and Web3 technologies.
