January 25, 2025, may go down as a pivotal moment in the AI race. Chinese AI company DeepSeek launched its latest model—one that rivals OpenAI and Anthropic but at a fraction of the cost. Investors panicked, Nvidia lost nearly $600 billion in value overnight, and industry leaders like Marc Andreessen called it "AI’s Sputnik moment." But is it really? In this episode, we explore DeepSeek’s rise, its impact on the AI landscape, and whether the U.S. is truly at risk of falling behind in the AI arms race. Featuring insights from Shelly Palmer, Reid Hoffman, and Sam Altman—this is one episode you won’t want to miss.