Tech Giants Dash to Include DeepSeek’s AI Into Their Offerings
U. S. and Chinese tech giants are racing to integrate DeepSeek’s large language models into their products, seeking to capitalize on the Chinese...
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CX Daily: Beijing’s Ban on Mineral Exports to U.S. Leaves Traders Scrambling
Exports / In Depth: Beijing’s ban on mineral exports to U. S. leaves traders scrambling As China’s trade war with the...
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Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...
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Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...
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The Drill: The commoditization of AI is here
Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...
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