The Milk Road Show What’s Driving Markets? AI, Trump’s Crypto Plan and the FED w/ Lark Davis
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Jan 28, 2025 
Lark Davis, a legendary crypto investor and educator, dives into the hot topics of the week. He discusses the potential market upheaval caused by a Chinese AI company's innovations and the implications of Trump's crypto executive order. Lark explores how these developments might reshape the landscape for cryptocurrencies and banks. He also highlights the emotional rollercoaster of trading in a volatile market and the importance of informed investment strategies. Tune in for insightful commentary on where the crypto world is headed!
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DeepSeek's Impact
- DeepSeek, a small Chinese AI company, claims to have built a better AI model than ChatGPT at a fraction of the cost.
- This triggered a massive drop in NVIDIA's stock value, impacting the entire tech market.
US-China AI Race
- China's increasing dominance in tech, particularly AI, is expected due to higher STEM investment and research output.
- Despite this, the U.S. remains competitive, with significant AI investments planned.
DeepSeek's Claims
- DeepSeek claims to have built its model in two months for $5.5 million, compared to OpenAI's $100 million.
- This raises questions about current AI valuations if DeepSeek’s claims hold true.