Last week's emergence of DeepSeek, a Chinese AI model promising transformative cost savings and strong performance relative to other large language models, posed a wide array of long-term questions. Does DeepSeek's emergence represent a game-changer for the industry? What geopolitical implications might it have? And, how impregnable are the moats around the existing, large competitors in the IT ecosystem? This week, to discuss these questions as well as the future of the AI industry, we are pleased to speak with Richard Windsor, founder and CEO of Radio Free Mobile, an independent research firm specializing in the digital and mobile ecosystem.

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