DeepSeek R2 An Atom Bomb For USA BigTech

Opublikowano: 2025-03-15

Podcast Notes: DeepSeek R2 - The Tech Stock "Atom Bomb" Overview DeepSeek R2 could heavily impact tech stocks when released (April or May 2025)Could threaten OpenAI, Anthropic, and major tech companiesUS tech market already showing weakness (Tesla down 50%, NVIDIA declining)Cost Claims DeepSeek R2 claims to be 40 times cheaper than competitorsSuggests AI may not be as profitable as initially thoughtCould trigger a "race to zero" in AI pricingNVIDIA Concerns NVIDIA's high stock price depends on GPU shortage continuingIf DeepSeek can use cheaper, older chips efficiently, threatens NVIDIA's modelIronically, US chip bans...