Navigating the AI Landscape: Competition and Innovation

This chapter explores the impact of the newly launched AI model, DeepSeek, on the tech industry and stock market, particularly highlighting the evolution of competition among major companies like Google and NVIDIA. The discussion extends to the implications of resource allocation, innovation constraints in China, and the significance of open-source practices in fostering competition. It emphasizes the need for renewed dynamics in the tech industry, comparing the current AI race to historical events and critiquing the limitations of closed-source approaches.