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“His core thesis is everything in AI is commoditizing towards zero. Deepseek proved it.”
“Last January when DeepSeek launched its R1 model, worries that it might be able to do something cheaper, faster than the United States, caused a pretty painful selloff in US tech stocks.”
“Last January when DeepSeek launched its R1 model, worries that it might be able to do something cheaper, faster than the United States, caused a pretty painful selloff in US tech stocks.”