Equity Long-Short Analyst

Pyari Menon

Pyari has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and midcaps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and...

Microsoft Is Betting Big on NVIDIA GPUs — But Will Custom Chips Save Its AI Ambitions?

Thematic (Sector/Industry)

<ul>
<li>DeepSeek R1 is more than an open-source AI platform; it’s a geopolitical tool designed to reshape global collaboration, attract talent, and influence AI standards under the guise of transparency.</li>
<li>DeepSeek R1’s low-budget claim crafts the illusion of cost-efficiency, aimed at redirecting capital away from expensive U.S.-based AI ventures toward China’s AI ecosystem.</li>
<li>Launched during Trump’s inward-focused rhetoric, DeepSeek projects China as a viable, inclusive, and progressive alternative to the U.S., signaling a collaborative economic and trade option for nations.</li>
</ul>


DeepSeek R1 is more than an open-source AI platform; it’s a geopolitical tool designed to reshape global collaboration, attract talent, and influence AI standards under the guise of transparency.
DeepSeek R1’s low-budget claim crafts the illusion of cost-efficiency, aimed at redirecting capital away from expensive U.S.-based AI ventures toward China’s AI ecosystem.
Launched during Trump’s inward-focused rhetoric, DeepSeek projects China as a viable, inclusive, and progressive alternative to the U.S., signaling a collaborative economic and trade option for nations.


DeepSeek R1: An Attempt at Rearranging the World’s AI Furniture & Global Influence

IT

DeepSeek R1: An Attempt at Rearranging the World’s AI Furniture & Global Influence