DeepSeek, AI and the markets
Unhedged
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Shifting Landscapes in Tech and AI
This chapter explores the dominance of American big tech and its implications for global markets, focusing on the concept of 'moats' that protect established companies from competition. It discusses NVIDIA's recent stock decline, the changing dynamics in AI funding, and the rise of new competitors, suggesting a more competitive landscape ahead. Additionally, the chapter draws parallels to the dot-com era, analyzing current market conditions, company profitability, and the challenges of high valuations in the tech sector.
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