ABCD: DeepSeek's AI Breakthrough Shakes Silicon Valley and Reignites U.S.-China Tech Rivalry

In this ABCD Roundup, Co-host Mark Yusko kicks off the episode solo, discussing recent market trends in crypto and the political moves surrounding digital assets that have transpired during President Trump's first few weeks in office. Co-host Xavier Segura dials in, returning from his travels to the Middle East to round out the episode highlighting DeepSeek's groundbreaking AI advancements, challenging the dominance of U.S. tech giants and reigniting the U.S.-China tech rivalry. From their cost-effective AI models to allegations of espionage and intellectual property theft, DeepSeek is stirring up excitement and controversy. Join Mark and Xavier as they analyze topics such as crypto utility, the market dynamics of meme coins, and open vs. closed source AI models.

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.