Скачать или смотреть China's DeepSeek Torpedoes US Tech Stocks | With Jacob Shapiro

China's DeepSeek AI has reportedly matched the performance of OpenAI and other models at a fraction of the cost. The news sent US tech stocks plummeting pre-market Monday, with Nvidia shares indicated 13% lower. Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, joins Maggie Lake today to discuss the market and geopolitical implications of the news, share insights into how this AI rivalry is shaping the modern tech landscape, and talk about whether this is massive over-reaction from the market or the start of a tough era for the Mag 7.

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*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

00:00 - Introduction: Jacob Shapiro
01:00 - Is China's DeepSeek What Caused the Market Sell-Off
04:40 - It Hurst Much More to Lose
06:35 - China’s AI Strategy: Threat or Overhyped?
11:10 - Trump’s Trade Policies: Bluff or Real Economic Shift?
18:30 - Could Countries Turn to China?
22:25 - The Risk of Germany Pivoting Away from the US
25:50 - Ukraine, Russia, and the Role of China in Ending the War
28:25 - The Future of US Manufacturing and Trade Policy
34:15 - Closing Thoughts: Filtering Noise and Finding Real Signals


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