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5min chapter
DeepSeek - How a Chinese AI Startup Shook Silicon Valley
Patrick Boyle On Finance
Navigating Uncertainty in AI Investment
This chapter explores the unpredictability of long-term success for AI companies, with a focus on security issues related to Chinese technology and lessons drawn from past technological shifts. It examines the rise and fall of key players like Sun Microsystems and Nvidia, highlighting the challenges of investing in rapidly evolving markets and the impact of investor expectations on valuations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode