Channels with Peter Kafka How Silicon Valley really feels about Trump, TikTok and DeepSeek
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Jan 29, 2025 Jessica Lessin, a veteran technology reporter and founder of The Information, dives into Silicon Valley's current dynamics. She discusses how tech leaders are navigating their complex relationship with Donald Trump, revealing strategies behind public alignment. The impact of DeepSeek on the AI landscape creates anxiety and turbulence, leading to fluctuating stock markets. Lessin also highlights the challenges of journalism in addressing these intertwined political and technological shifts while maintaining objectivity amidst societal debates.
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DeepSeek's Impact
- DeepSeek's emergence highlights the open question of long-term value creation in AI.
- It challenges the assumption that large companies will solely benefit from AI due to their resources.
AI Landscape Shift
- DeepSeek challenges prior assumptions about AI, especially the advantage of large tech companies.
- Wall Street's confused reaction reflects the uncertainty around AI's future and business models.
Meta's War Rooms
- Meta formed war rooms in response to DeepSeek, showing concern over the new AI competitor.
- This move fueled anxieties among investors, demonstrating the perceived threat of DeepSeek.