I haven’t checked in with Jessica Lessin in some time — and I have to say I picked a pretty good time to catch up with her. Because Silicon Valley is undergoing something meaningful right now, and she’s in a great position to tell us more about it: Lessin is a veteran technology reporter who founded The Information in 2013, and it has been a go-to for anyone who wants serious reporting about tech in the Bay Area and around the world, ever since.

Discussed in this episode: What’s really animating tech’s embrace of Donald Trump? What’s going to happen to TikTok? And what does the arrival of DeepSeek mean for the AI boom?

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