Forward Guidance What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
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Jan 29, 2025 Alex Campbell, former head of commodities at Bridgewater and founder of Rose AI, dives into the market implications of China's DeepSeek AI model. He discusses the geopolitical dynamics of AI, especially between the U.S. and China, and the crucial role Taiwan plays in the chip supply chain. Campbell also tackles the challenges businesses face when integrating AI and the tension between productivity gains and employment loss. He explores the debate between open-source and proprietary AI models, highlighting the socioeconomic shifts they create.
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DeepSeek's Disruption
- DeepSeek's open-source model rivals leading AI models, shocking the market with its efficiency and accessibility.
- This model is cheaper to train due to optimized memory and a 'mixture of experts' approach.
Open Source AI's Impact
- Open-sourcing AI significantly reduces the cost of acquiring intelligence.
- This shift challenges Western 'doomerism' surrounding AI and highlights China's rapid progress.
Investment Advice
- Invest in companies like Apple, who are well-positioned for the rise of decentralized AI.
- Their unified memory architecture is ideal for training smaller AI models.