Please feel free to read the blog post: #investing #stocks #bonds #options
This year will be the moment-of-truth for the AI market. On one hand you have the “AI Manhattan Project” that will cost $500B just to maintain superiority. And on the other hand, you have the just-released DeepSeek (Chinese) model which demonstrates the success of nerds + open-source models = superior efficiency at a tiny fraction of the cost and speed == Cheaper, Better, Faster. Per Callum Thomas: “The big questions remain around commercialization and profitability. We will begin a period of re-thinking on capex, earnings prospects, and a probable shakeout of our excesses.” Please feel free to read the blog post: #investing #stocks #bonds #options
Please feel free to read the blog post: #investing #stocks #bonds #options
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