In this special edition episode, host Jane Ross is joined by Tim Horan, Noah Kaye, and Rick Schaefer to break down DeepSeek’s game-changing advances in AI. The Chinese AI competitor has seemingly leapfrogged U.S. tech giants with its R1 model—built in record time, with fewer chips, and at a fraction of the cost. But does this shift the balance of AI power? The team explores what this means for AI innovation, U.S. competitiveness, and major players like Nvidia, Microsoft, and OpenAI. From the impact on data centers to concerns over intellectual property and bias, this episode is a must-listen for anyone following the AI arms race.

In this episode of Let's Talk Future™, Jane Ross speaks with Colin Rusch, Oppenheimer's Senior Research Analyst and Head of the Sustainable Growth and Resource Optimization team. Together, they demystify physical AI, a cutting-edge integration of generative AI with physical machines. From unpacking cellophane in warehouses to optimizing remote mining operations, they discuss real-world applications, key players like Tesla, Mobileye, and Symbotic, and the challenges and opportunities of digitizing the material world. They also explore the environmental costs of powering AI and its role in addressing labor shortages and productivity challenges.

This episode of Let’s Talk Future™ dives into the biotech and life sciences sector as we kick off 2025. Host Jane Ross is joined by Michael Margolis, R.Ph., Senior Managing Director and Head of Healthcare Investment Banking at Oppenheimer, to explore the challenges and opportunities facing the industry.