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28min chapter
200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers
Not Investment Advice
Navigating AI Market Volatility
This chapter explores the economic implications of technological advancements in AI, with a focus on Nvidia's stock fluctuations and the rise of competing models like DeepSeek. The discussion highlights the effects of marketing, data sourcing ethics, and evolving tech infrastructure amidst geopolitical tensions. Additionally, it examines the challenges and opportunities faced by major tech players in adapting to an AI-driven market landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode