• How DeepSeek Could Burst the Western AI Bubble

  • Jan 29 2025
  • Length: 15 mins
  • Podcast

How DeepSeek Could Burst the Western AI Bubble

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  • Summary

  • The AI gold rush hit a sudden speed bump when a Chinese startup called DeepSeek showed it could match U.S. tech giants' AI capabilities at a fraction of the cost. In a single day, nearly $600 billion in market value vanished from Nvidia alone - the largest one-day loss in market history. But beyond the market drama lies a deeper story about innovation, competition, and whether the basic assumptions driving the AI boom might be wrong. Are we witnessing the first cracks in a potential AI bubble? Or is this the moment AI technology begins to democratize, shifting power away from the giants who've dominated the field?

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