Winners and Losers After DeepSeek — ft. Robert Armstrong
Prof G Markets
Market Disruption and AI Advancements
This chapter analyzes the drastic market impact of DeepSeek, resulting in significant losses yet reshaping perceptions of AI technology as a legitimate breakthrough. It discusses the evolving market dynamics, shifting from a monopolistic to a more competitive landscape, and highlights key industry leaders' thoughts on AI's potential benefits for consumers. Additionally, the chapter explores contrasting strategies of major tech companies like Apple and Meta amidst these rapid changes, suggesting that timing and innovation are crucial for future success.
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