Robert Lee, Senior Software Analyst for Bloomberg Intelligence, dives into the intriguing world of AI with a focus on DeepSeek's R1 model. He discusses its cost-effectiveness and what it means for the AI landscape, particularly amidst US export restrictions. The conversation shifts to the competitive dynamics brewing in AI, with new Chinese technologies raising eyebrows and skepticism about Western valuations. Lee also tackles the unique challenges that companies face in monetizing AI, reminiscent of past tech bubbles.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, shares insights on U.S. inflation and the significance of upcoming CPI data. Geetha Raghunathan breaks down Walt Disney's earnings and the implications of leadership changes. Richard Wilson discusses the UK Chancellor's budget and its potential impact on businesses. John Liu examines how Donald Trump's election could affect US-China relations. Lastly, Robert Lee delves into Tencent's earnings and explores their AI strategies. Tune in for a deep dive into the economic landscape!