Bloomberg Intelligence
Global Tech Selloff, DeepSeek Buzz
Jan 27, 2025
Gene Munster, Managing Partner at Deepwater Asset Management with over 25 years in tech, and Josh Pantony, CEO of Boosted.ai, dive into the implications of a recent model from Chinese AI startup DeepSeek. They discuss the potential impact on industry giants like Nvidia and the challenges investors face in this fluctuating market. The conversation highlights the intersection of AI and investment strategies, exploring how machine learning can enhance portfolio management amidst ongoing geopolitical and technological uncertainties.
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Quick takeaways
- Open source AI, exemplified by Meta's Llama model, enables startups like RightSee to innovate competitively against larger tech companies.
- The launch of DeepSeek highlights concerns about the reliability of AI models, emphasizing the need for cautious investment strategies amid market fluctuations.
Deep dives
The Power of Open Source AI
Open source AI, such as Meta's free Llama model, provides a unique opportunity for innovation, particularly for startups like RightSee. This company leverages the model to create Job Search Genius, an AI tool designed to assist job candidates in writing resumes, conducting mock interviews, and mastering salary negotiation tactics. The availability of such tools democratizes access to advanced technology, allowing smaller companies to compete with larger players. The podcast highlights the significance of open source platforms in fostering creativity and efficiency in the tech landscape.
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