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DeepSeek Prompts a Deep Sink in Silicon Valley

DeepSeek Prompts a Deep Sink in Silicon Valley

China's DeepSeek looks to challenge America’s AI dominance

David Rosenberg's avatar
David Rosenberg
Jan 27, 2025
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Early Morning with Dave
Early Morning with Dave
DeepSeek Prompts a Deep Sink in Silicon Valley
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Highlights

• China's DeepSeek looks to challenge America’s AI dominance

• The effects of higher rates continue to weigh on the housing sector

• Trump agenda commands investors attention

• Insider selling activity reaches levels not seen in four decades

Key Takeaways

DeepSeek's Breakthrough

• Will it be dubbed “Chinese Exceptionalism?” China’s AI startup DeepSeek just turned the investment world upside down with its cutting-edge, large language, open-source R1-reasoning model which reportedly is faster and more cost-effective (cheaper) and prompting a re-assessment of America’s technology superiority.

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