(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan
Sharp Tech with Ben Thompson
Disruption in the AI Market: DeepSeek's Impact on Competition and Perception
This chapter explores the transformative impact of DeepSeek on stock prices and the competitive landscape among US AI companies. It delves into how DeepSeek's innovations have forced these companies to adapt their pricing strategies and better meet consumer expectations, all while contrasting the hype surrounding AI advancements with the real breakthroughs happening in the industry.
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