The Ghost of Bubbles Past
A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.
AI
2 posts
Does DeepSeek mean NVIDIA is in DeepS**t?
As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my audience. Let’s take a deep dive into the DeepSeek panic, NVIDIA’s valuation, and the broader implications for AI investors.