200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers
Not Investment Advice
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Power Plays in AI Development
This chapter explores the complex narrative surrounding Lian Wenfeng, a Chinese hedge fund founder aiming to create human-level AI, set against the backdrop of U.S.-China competition. It examines the innovative approaches of DeepSeek in AI methodologies and how they could reshape the competitive landscape for major tech companies like NVIDIA and Apple. The discussion also highlights the evolving dynamics of big tech firms as they adapt to changing user preferences and the impact of AI advancements on their market positions.
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