Скачать или смотреть Deepseek's Impact on the AI Market

In the meeting, Iain and Nick discussed the emergence of Deepseek, a Chinese AI firm that has captured the attention of investors and technologists. Deepseek's success has raised questions about the necessity of the hundreds of billions of dollars being poured into AI infrastructure. Critics argue that Deepseek's reported costs only include the final cost for one trading run, rather than the total cost of R&D spent to develop the model.

Despite this, the news has injected uncertainty into the market, causing shares of companies associated with AI to plummet. Nick suggests that Meta is a company to watch, as it is well-positioned to benefit from the technology and research front, and is likely to be a leader in monetizing AI.


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