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6min chapter
Bonus Episode: Tesla, Meta and Microsoft Earnings
Bloomberg Technology
Navigating the New AI Landscape
This chapter explores the recent developments in artificial intelligence, particularly regarding large language models and the implications of new insights from DeepSeek. The discussion includes the strategic positioning of major companies, investment trends in AI infrastructure, and the evolving competitive landscape amid economic pressures. Additionally, it highlights the impact of GPU accessibility on AI inference and the overall market valuation dynamics.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode