Marc Andreessen [archival audio]: The deal was somebody like me basically could start a company. You could invent a new technology, in this case, web browsers and all the other things that Netscape did. Everybody would think that that was great.
The markets want you to think the DeepSeek freak-out is an immediate existential threat to US tech and AI dominance. But don’t be so sure DeepSeek isn’t more of a Deep Fake from an investor’s perspective.
While AI stocks may rebound from their DeepSeek-induced market sell-off, the U.S. clearly faces a threat from China in artificial intelligence. What you should know.
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.
In today’s CEO Daily: Diane Brady on the DeepSeek fallout in Silicon Valley. Analyst notes from Baird, Jefferies, JP Morgan, and Wedbush express skepticism about DeepSeek’s claims.
If the most sought-after AI chips aren't as vital as previously thought, an entire ecosystem built around massive AI investment could be in jeopardy.
Plus, takeover talks between Switzerland’s SGS and France’s Bureau Veritas fall apart, and junior lawyers pivot to private equity
Since Chinese AI company DeepSeek released an open version of its reasoning model R1 at the beginning of this week, many in the tech industry have been
DeepSeek R1, the surprisingly efficient and powerful Chinese AI model, has taken the technology industry by storm and is rattling nerves on Wall Street.
DeepSeek spooked US markets on news that the model’s developers were able to produce a worthy competitor to American AI firms like OpenAI at a fraction of the cost. The firm claims it was able to develop its AI model on a shoestring budget of just under $6 million using less advanced hardware from semiconductor manufacturer Nvidia.
Wariness is passé on Wall Street. Cautious uncertainty over lingering inflation and geopolitical turbulence have been replaced by giddiness over the deregulatory bonanza financial firms expect President Donald Trump’s administration to deliver.
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.