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Borsgade
In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
DeepSeek challenges the prevailing AI paradigm by offering a low-cost alternative to traditional AI development, which relies heavily on expensive computing infrastructure and vast data resources. This development has sparked significant market reactions and raised questions about the future of AI investments and products and serves as a reality check for the AI industry. It also emphasizes the need for nuanced discussions about market segmentation and investment strategies within the evolving AI ecosystem.
Key Takeaways:
In many ways, DeepSeek confirms a long-standing suspicion on my part that most AI products and services that we will see, as consumers and even as businesses, fall into the “that’s cute” or “how neat” category, rather than into the “that would change my life”.
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