Hedge funds have spent billions of dollars taking short positions on U.S. equity markets, betting “against Donald Trump’s America amid fears of a market crash,” the Financial Times reported.
Category: SPECIAL REPORT, DOT – COM BUST 2.0: THE DEEPSEEK EFFECT – Feb 4 2025
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MICROSOFT CEO PRAISES DEEPSEEK, WILL OFFER THE R1 TO ITS CUSTOMERS
“DeepSeek has had some real innovations,” Microsoft CEO Satya Nadella said during a 27 January call with investors. “Obviously now that all gets commoditized and it’s going to get broadly used.”
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ITALY SUSPENDS DEEPSEEK
Italy has blocked residents’ access to DeepSeek, citing concerns about the company’s potential abuses of users’ personal data.
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DEEPSEEK’S COMPETITORS CLAIM EQUAL PERFORMANCE RESULTS
DeepSeek is not the only Chinese AI developer coming forward to challenge U.S. dominance in the industry. Others, and at least one in the U.S., are stepping up.
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ALTMAN SALUTES DEEPSEEK AS OPENAI LOBS CHARGES AT RIVAL
DeepSeek’s R1 AI is “impressive, particularly around what they’re able to deliver for the price,” OpenAI CEO Sam Altman wrote in a 20 January post on X. “We will obviously deliver much better models and also it’s legit invigorating to have a new competitor!”
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VENTURE CAPITALISTS REASSESS IN WAKE OF DEEPSEEK’S REVELATION
In 2023 through 2024, venture capitalists dumped about $155 billion into AI, data service Pitchbook reported. OpenAI alone has collected $24 billion, with Anthropic—founded by OpenAI alumni—raising $16 billion.
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INVESTORS RETREAT FROM GLOBAL AI SUPPLY CHAIN
Share prices for companies from European gas turbine builders and uranium miners to natural gas producers and electric utilities dove earlier this month after Chinese upstart AI developer DeepSeek announced its new model R1.
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HOW DEEPSEEK SURPRISED THE WORLD
A tech prodigy starts a research-level company and hires a team of creative young engineers unhampered by experience. The company uncovers a loophole that lets it gain access to some newer U.S.-made AI chips.
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HOW GOOD—AND HOW INEXPENSIVE—IS DEEPSEEK’S R1 REALLY?
Since DeepSeek’s new R1 chatbot made its debut, experts across the industry have put it through paces ranging from writing Dad jokes to complex math calculations.
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DEEPSEEK ERASES FUNDAMENTAL ASSUMPTIONS ABOUT AI
Stock markets’ ebullience through much of 2024 was due to AI. Nvidia became a $3-trillion company as it piled up back orders for its state-of-the-art AI chips.
