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Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg Technology

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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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