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6min chapter
Dave Collum and James Howard Kunstler #1056
Coffee and a Mike
AI Valuation and Global Competition
This chapter explores the financial trends and technological advancements in AI, with a focus on China's DeepSeek project and its impact on NVIDIA's valuation. The discussion raises critical questions about the future of AI hardware, its true value, and the implications of technology replacing human interaction in the workforce.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode