Zvi Mowshowitz, an AI expert and author of the Substack 'Don't Worry About the Vase,' dives into the market turmoil sparked by DeepSeek, a new AI model from China. He explains how DeepSeek caused a staggering loss for Nvidia and other tech giants in just one day. Discussion includes the implications of AI competition and market dynamics, the challenges for established players like Google and Meta, and the ethical considerations surrounding advanced AI. Zvi also touches on the future of AI technology and its financial impact.