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Bloomberg Surveillance
DeepSeek, China AI Startup, Panics Markets
Jan 27, 2025
Anurag Rana, a Bloomberg Intelligence analyst specializing in technology, teams up with Stacy Rasgon, a Bernstein analyst focused on US semiconductors, to unpack the market frenzy around the AI startup DeepSeek. They discuss how DeepSeek’s emergence is stirring panic among investors and sparking skepticism about its technology claims. The duo explores the evolving landscape of AI, its implications for traditional tech giants, and the semiconductor industry's reaction. Their insightful and humorous exchange blends tech talk with anecdotes, making for a lively dialogue.
35:15
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Quick takeaways
- The emergence of open-source AI technologies is enabling startups to innovate without the heavy costs typically associated with proprietary tools.
- As organizations increasingly invest in AI, traditional tech budgets are shifting, raising concerns about the sustainability of growth in the tech sector.
Deep dives
Continuous Innovation in Business Performance
Innovative platforms like Workday AI are reshaping how organizations approach their performance management. By integrating finance and HR functions into one cohesive system, businesses can stay agile and responsive to future demands. This continuous advancement not only simplifies operational processes but also empowers companies to deliver sustained results amid the evolving landscape. As a result, organizations of all sizes are better positioned to enhance their performance and achieve long-term success.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode