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#84: China's DeepSeek Shakes the Tech World

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Navigating AI's Competitive Landscape

This chapter examines the impact of technological advancements from DeepSeek on AI efficiency and scaling costs. It contrasts large-scale AI infrastructure with smaller local models, highlighting market volatility and strategic advantages for companies like Meta. The discussion includes insights on corporate spending strategies and cultural narratives affecting investor perceptions in the tech industry.

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