DeepSeek Breaks the AI Paradigm – Ep 246
The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Innovative Disruption: DeepSeek's Impact on AI and the NVIDIA Paradigm
This chapter explores DeepSeek's innovative strategies that enhance AI efficiency on older hardware, challenging the dominance of NVIDIA chips. It draws parallels with competitive hot dog eating to illustrate how such paradigm shifts could reshape the AI market and its dynamics.
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