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In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framework for viewing the different AI models, and much more. Enjoy!
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Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125
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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york
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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.
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Timestamps:
(00:00) Introduction
(01:25) DeepSeek's Revolutionary AI Model
(04:43) Implications for GPU Demand and Training Costs
(07:48) Geopolitical Tensions and AI Development
(16:04) Ads (Skale, Ledger)
(17:10) Future of AI and Technological Adoption
(26:56) Ads (Skale, Ledger)
(28:11) Winners and Losers in the AI Market
(29:18) Energy Consumption and AI
(31:27) The Future of AI Models
(33:15) AI's Impact on Employment and Economy
(36:14) The Reality of AI Advancements
(43:46) Economic Models and AI
(49:46) Final Thoughts
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This week we discuss the Fed meeting, the impact of Trump's back & forth economic policies, and the outlook for bitcoin and alts. We also delve into the bull case for Lyft, what the totality of economic data says about the economy, and much more. Enjoy!—
Follow Andrew: https://x.com/_Andrew_Stein
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp—
Weekly Roundup Charts: https://drive.google.com/file/d/1oVXtaPmwC592uvnClK9JA3I8uVSzf6BD/view?usp=drive_link—
Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125—
Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission!
https://blockworks.co/event/digital-asset-summit-2025-new-york—
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on Ledger.com.
—
Timestamps:
(00:00) Introduction
(01:58) Lyft Investment Thesis
(03:12) Valuation Comparison and Market Dynamics
(04:20) Free Cash Flow and Buyback Potential
(05:17) Stock Dilution and Future Prospects
(07:18) Short Interest and Acquisition Rumors
(08:55) Short Interest and Market Sentiment
(12:09) Ads (Skale, Ledger)
(13:16) Fed Meeting Insights and Market Reactions
(17:08) Macro Trends and Economic Outlook
(23:54) Ads (Skale, Ledger)
(25:09) Roundup Continues
(26:09) Trump's Economic Policies and Market Impact
(30:10) Tariff Tensions: US-Canada Trade War
(31:14) Canadian Political Shake-Up
(31:52) Market Movements and Sector Rotations
(32:35) AI's Impact on the Market
(34:23) Small Caps vs. NASDAQ: Investment Strategies
(36:18) Trump's Tariff Tactics
(36:46) Economic Growth and Treasury Policies
(46:06) Bitcoin and Crypto Market
(48:03) Looking Ahead: Market Predictions
(54:10) Final Thoughts
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
