Equity Mates Investing Podcast Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist
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Jan 29, 2025 Bryce embarks on a challenge to turn $500 into $5,000 in just one year. The hosts dive into the turbulence caused by the Chinese AI startup DeepSeek, sparking concerns in Silicon Valley. They discuss the potential of Nvidia amidst market shifts and share their core and satellite investment strategies. A four-step checklist for spotting long-term compounders is introduced, alongside insights into careful stock selection and market timing. The excitement around innovative investment opportunities wraps up the engaging discussion.
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DeepSeek's Impact
- DeepSeek, a Chinese AI startup, has rattled Silicon Valley by achieving similar AI performance as OpenAI and Google with far less compute power.
- This challenges the assumption that higher spending leads to better AI outcomes.
DeepSeek's Origin
- DeepSeek's founder, Liang Wang Feng, a Chinese hedge fund billionaire, started DeepSeek as an AI side project.
- Due to US technology restrictions, DeepSeek was forced to innovate with limited resources, achieving surprisingly good results.
The AI Arms Race
- The AI arms race has begun, and DeepSeek's advancements will likely trigger responses from US companies.
- Consumers and businesses will benefit from the increased competition and innovation in the AI space.