SKEPTIC’S GUIDE TO INVESTING

DeepSeek: China’s AI Disruptor (Part 1)


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Can a Chinese company with a modest $6 million investment truly disrupt the global AI landscape and challenge tech giants like Google and OpenAI? Join us as we explore the audacious rise of DeepSeek, founded by hedge fund manager Liang Wenfang, and its implications on international markets. We unravel the layers of this ambitious venture, probing the complexities of U.S. concerns over Chinese competition, and the real costs of AI development. Discover the intricacies of how export controls, such as NVIDIA's maneuvers in the Chinese market, play a crucial role in this unfolding narrative. The chessboard of AI competition is evolving rapidly, and DeepSeek might just be a game-changer.

As the AI world grapples with issues of transparency, secrecy, and intense rivalry, we're witnessing intriguing shifts in technology and strategies. DeepSeek's open-source approach contrasts sharply with the proprietary pathways of American giants, raising questions about transparency and financial motives. Meanwhile, as a new AI app overtakes ChatGPT in popularity on Apple devices, international scrutiny intensifies. With Italy's investigation into potential security risks, we dissect the potential implications on global data security. This episode is a thorough examination of the geopolitical and economic tensions at play in the rapidly transforming AI sector. Listen in as we unpack the interconnections of tech innovation, market strategy, and national security.

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SKEPTIC’S GUIDE TO INVESTINGBy Steve Davenport, Clement Miller