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4min chapter
DeepSeek drama: what the Chinese startup means for the AI race & markets
The Fin
AI's Impact on Tech Valuation and Market Dynamics
This chapter delves into the effects of DeepSeek's AI technology on market valuations, especially regarding long-term investors. It examines the overvaluation of major tech firms and the risks associated with their reliance on AI investments, while contrasting the focus between US and Chinese tech stocks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode