492: What you Need to Know Today about DeepSeek, Quantum Computers, and Blockchain

When I started this podcast a decade ago, I was completely focused on real estate. I had some pretty dogmatic views back then and didn’t really consider other investment options.

That mindset worked for me. I’ve been a real estate investor since 2010, and while the market’s in a tough spot right now, we did enjoy over a decade of a bull market. That’s just how investing goes—ups and downs, and you hope the good times outpace the bad.

Regarding real estate, I believe we’re essentially back in 2010. The markets have taken a beating, and if you can stomach it, this is a prime time to buy. History shows that people who act when things look grim often reap big rewards down the line.

That said, I’m more open to other types of investments these days. As this cycle eventually recovers, I want to share more than just real estate opportunities with you. There’s a whole world of potential out there, and it’s important for both of us to stay informed.

Lately, I’ve been especially interested in tech. I did my surgical residency in San Francisco and knew plenty of Silicon Valley folks about 15 years ago, but I regret not digging deeper into that scene. Back then, I didn’t have the money to invest, so I never thought to learn more.

Better late than never, right? Now I’m in a position where I can invite really smart people onto this podcast to chat about fascinating topics. Over the next few years, that’s what I plan to do. I want to make an effort to learn about new things with you that might also help us financially.

This week’s podcast is a great example. It was a blast because I learned so much in such a short period of time, and it really sparked my curiosity about opportunities in tech—maybe through angel investing or venture capital.

To do anything like that, you need to get educated. And talking to my guest this week was a right step in that direction.

In less than one hour, I learned why tech investors panicked last week when China’s AI platform, DeapSeek, revealed its superiority and cost-effectiveness compared to leading American AI platforms. I finally understood what the big deal about quantum computing is. And I became further convinced that Ethereum will eventually get wrecked by Solana.

That is a HUGE ROI on time spent!

So, expect more episodes like this. I hope you’re up for it. For now, check out my conversation with Arun Krishnakumar—it’s the most interesting conversation I’ve had in a while!