Quotes
The importance of the DeepSeek breakthrough is not in answering Chinese news-related question accurately, it is in the fact that it can answer any question at 1/30th of the cost of comparable AI models,
D.A. Davidson analyst Gil Luria said The server is busy. Please try again later,
DeepSeek has told people trying to use the platform, after surging to the top of Apple's App Store in the UK, US and China earlier this week DeepSeek’s privacy policy openly states that the wide array of user data they collect goes to servers in China,
There is always the risk of cyberattacks,
DeepSeek’s privacy policy, which can be found in English, makes it clear: user data, including conversations and generated responses, is stored on servers in China,
In summary ... Adrianus Warmenhoven, a cybersecurity expert at NordVPN, said in a statement We would like to bring to your attention a critical update regarding a new AI model called DeepSeek,
Compatriots on both sides of the Taiwan Strait are connected by blood, jointly committed to the great rejuvenation of the Chinese nation,
He's following a policy of containment, and fragmentation, a sort of U.S first policy, which means 'let's starve the Chinese of chips that allow them to develop as fast as we can develop',
What China just needs to do is develop chips that are good enough,
The sharp declines in the S&P 500 and other tech-heavy indices present a significant challenge for UK pension funds, many of which have considerable exposure to US equities - particularly in the tech sector.”
Nigel Green, CEO of the financial advisory and asset management company deVere Group, warned Any pension savers that are concerned around recent events in the US stock market should speak with their pension provider or IFA to understand how exposed they are to the technology sector and evaluate their risk profile to this sector given the bull market can’t last forever.”
It's difficult to work out if the worst is now over, or if yesterday's slump was just another sign that the top is already in for US equities,
said David Morrison, senior analyst at Trade Nation It may be too early to write off Nvidia yet, even though the prospect of a Chinese rival is causing a crisis for the chip maker,
We think the selling is overdone,
Wells Fargo Investment Institute strategists wrote in a note late on Monday DeepSeek’s progress is big news, but not bad news for most of the AI ecosystem,
Bridgewater said in a note on Monday authored by Co-Chief Investment Officer Greg Jensen and Jas Sekhon, chief scientist of AIA Labs, a division within the hedge fund focused on developing and utilizing AI and machine learning technologies to generate investment strategies and insights This may be especially true for Nvidia, because DeepSeek’s success may encourage companies to invest more in achieving efficiency gains by optimizing how AI software interacts with the hardware,
That is the moment when AI adoption becomes as existential to everyone as it is today for Google and Microsoft. It is then that we expect the true bubble to manifest,
The point is AI is a massive disruption, and, in the past, when you had disruption, you always had new players coming in and trying to challenge the major players. That's the game all these companies are in,
When you look at valuations, we all know that they are expensive, especially tech valuations, but they are expensive for a reason, namely earnings growth,
said Yvan Mamalet, senior economist at Kleinwort Hambros The news yesterday was saying maybe the earnings growth will not be as good as what the market was expecting,
