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Geopolitical Economy Report
China's shocking DeepSeek AI pops US Big Tech monopoly bubble
Jan 29, 2025
A Chinese company, DeepSeek, has disrupted the tech landscape with its impressive open-source AI model, challenging the dominance of U.S. Big Tech. This development triggered a wave of stock market declines in the U.S. as concerns about a tech bubble emerge. The U.S. government's reaction includes attempts to ban this competition under the guise of national security, raising questions about the tech war on China. The discussion also delves into myths around China's innovation capabilities and examines the influence of billionaire oligarchs on U.S. policy.
27:31
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Quick takeaways
- DeepSeek's open-source AI model has disrupted the U.S. tech monopoly, highlighting China's rapid innovation despite significant U.S. investment in technology.
- The volatile U.S. stock market reaction to DeepSeek's success underscores potential overvaluation of tech stocks and challenges to American dominance in AI.
Deep dives
DeepSeek's Disruption of AI Market
A small Chinese company named DeepSeek has introduced an AI model that has surpassed the capabilities of established U.S. corporations like OpenAI, raising significant concerns in the West. DeepSeek's R1 model, which reportedly cost only around $6 million to develop, is available for free as an open-source application. In stark contrast, U.S. tech giants have invested over a trillion dollars in AI technology, with substantial subscription fees charged for their models, such as OpenAI’s ChatGPT Pro, which costs $200 per month. This shift has shocked investors, leading to a massive drop in the stock prices of U.S. big tech firms and triggering discussions about the potential end of Silicon Valley's dominance in the AI space.
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