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DeepSeek Disrupts, Big Tech Responds

60 snips
Jan 31, 2025
Jason Moser, a Senior Analyst at Motley Fool, and Asit Sharma, a skilled analyst in technology and market trends, dissect the evolving landscape of artificial intelligence spurred by DeepSeek's new chatbot model. They highlight how major players like Microsoft and Meta are adapting to this shake-up. The duo also delves into Apple's struggles in the Chinese market, Tesla's ambitious future initiatives, and Starbucks' efforts to revitalize its brand under new leadership. Plus, they analyze the resilient performance of Visa and Mastercard amid evolving consumer behaviors.
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INSIGHT

DeepSeek Disrupts AI Landscape

  • DeepSeek's AI chatbot from China rivals OpenAI's capabilities at a lower cost.
  • This triggered a market reaction, wiping billions from tech and energy companies.
INSIGHT

DeepSeek's Efficiency

  • DeepSeek's R1 model performs similarly to GPT's O1 model but is trained and runs more cheaply.
  • They achieve this through novel approaches like activating fewer parameters.
INSIGHT

DeepSeek's Cost and Accuracy

  • DeepSeek's cost savings are significant but not fully understood yet.
  • A NewsGuard study revealed DeepSeek's chatbot has low accuracy, highlighting the importance of reliability.
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