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DeepSeek: This isn’t a 'Sputnik moment' for U.S. AI
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DeepSeek slashes costs, but NVDA/TSMC selloff is overdone; CUDA moat supports long-term AI demand.
Founded in July 2023 by High-Flyer Quant, China’s top quantitative asset management firm, DeepSeek has taken the world by storm over the past few days.
Percentage share price fall on Jan 27 2025
Interestingly, OpenAI’s Chief Research Officer, Mark Chen, also has a background in quantitative trading. It seems like quantitative finance might just end up dominating the world.
In this article, we’ll start by clarifying some misunderstanding DeepSeek, then dive into investment related insights and some reflections on investment strategies, esp. with the market panic this Monday. Finally, we’ll further elaborate the mysterious founder of DeepSeek and the profound technical innovations.
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