The Intellectual Investor – Value Investing by Vitaliy Katsenelson cover image

DeepSeek Breaks the AI Paradigm – Ep 246

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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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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