Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for established tech giants like Nvidia, Meta, and Apple, and consider the broader consequences for the AI industry. Munster highlights the potential for a shift in market dynamics and investor sentiment, emphasizing the geopolitical and technological significance of Deep Seek's advancements. The episode closes with a look at upcoming earnings from Apple and Meta.
Articles Referenced
- Gavin Baker on DeepSeek (X)
- Marc Andreessen warns Chinese ChatGPT rival DeepSeek is ‘AI’s Sputnik moment’ (Fortune)
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