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Macro Monday: Chinese AI DeepSeek Scares U.S. Market ft. Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

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China's DeepSeek and the U.S. Response

This chapter discusses the implications of China's AI initiative, DeepSeek, highlighting concerns within the U.S. market and potential boosts in domestic AI and defense investments. It examines the historical parallels to the 'Sputnik moment,' the competitive dynamics of the AI sector, and the fragility of tech stock valuations in the face of geopolitical developments.

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