Morningstar’s Post

Amidst the drama surrounding DeepSeek's recent breakthroughs, let's unpack five key takeaways reshaping the AI landscape: 1. It's not about the money 💰: Myth of Vast Resources Dispelled - DeepSeek challenges the notion that enormous investments are necessary for AI leadership - Demonstrates innovation can come from unexpected places 2. Good enough > Perfect ✅: "Good Enough" Trumps "Best" - Efficiency and cost-effectiveness gaining ground over marginal improvements - Questions the strategy of pursuing perfection & marginal improvements at any cost 3. Competition is heating up 🔥: Healthy Competition Ignited - DeepSeek's success pushes established players to innovate and reduce costs 4. Efficiency opens doors 🚪: Opportunity for smaller labs to catch up and contribute - Efficiency Gains Spark New Possibilities - Lower computing costs ($1 per million tokens vs. $15) expand potential AI applications 5. AI for everyone 🌍: Democratization of AI Access - Affordable, powerful LLMs benefit consumers and businesses alike - Jevons paradox suggests increased efficiency may lead to wider AI adoption - Potential for widespread economic gains as AI becomes more accessible 🤔 What do you think about DeepSeek's impact on the AI industry? How might these developments affect your work or business? #AIInnovation #DeepSeek #TechDisruption #FutureOfAI #EmbodiedAI

💡 The real meaning of the DeepSeek drama. “For ai to transform society, it needs to be cheap, ubiquitous and out of the control of any one country or company. DeepSeek’s success suggests that such a world is imaginable.” #ai #deepseek #technology #markets #innovation

🚀 DeepSeek's Sputnik Moment: Redefining AI Innovation!🚀 🌍 A Game-Changing Leap: DeepSeek's recent breakthrough has sent shockwaves through the tech world. Their latest AI model, R1, has not only surpassed expectations but also challenged the dominance of established AI giants. 💡Innovation on a Budget: DeepSeek has demonstrated that cutting-edge AI doesn't require exorbitant costs. By leveraging cost-effective Nvidia H800 chips, they've developed a model that rivals those of industry leaders at a fraction of the price. 📉 Market Impact: The unveiling of DeepSeek's AI model wiped out $1 trillion from US tech giants in a single day, highlighting the vulnerability of even the biggest names in tech. This moment has sparked a global conversation about the future of AI development and the potential for more efficient, cost-effective solutions. 🌐 Join the Revolution: DeepSeek's success is a wake-up call for the industry, proving that innovation can come from unexpected places. Stay ahead of the curve by embracing the new wave of AI technology that promises to reshape our digital landscape. #AI #DeepSeek #SputnikMoment #Innovation #Technology #Future #ArtificialIntelligence #Research #Productivity #Collaboration

💥 BOOM 💥 For the capital markets, DeepSeek AI's performance update came like a #BlackSwan and rocked globally this trading week. This CNBC interview with founder and CEO of Scale AI, Alexandr Wang, took place just last week - like a seaquake followed by the tsunami in the last 48 hours. Bottom line is that fundamental technologies like telecommunication, the internet and semiconductor innovations are entering now into the hyperbolic stage of #MooresLaw - knowing that this law is a rule of thumb and loses, as we speak, accuracy in all these current developments... These fundamental technologies are key for the latest success of all advanced technologies like #AI, including all its subspecies like #ML, #GenAI or #AgenticAI. Making such technologies available to the masses and almost for free (open source) with a low-cost operations, clearly marks the trend of what will impact what we called so far "our daily business" - being it of professional or of private nature. Future ways of living, working and collaborating can't avoid embedding these enablers - and they are doomed if they even completely ignore them. What do you think? Is this all just a buzz or a real challenger for our present? On a personal note, I think that most of the traders and investors overreacted this week and vaporized billions of still well invested capital in minutes instead of understanding this event as a positive, long-lasting wake-up call for established AI technology providers. This is what innovation management theories call #disruption, and this stretches us to thrive for the next innovation leap...

🚀 DeepSeek Just Shook the AI World – And the Markets Felt It! Imagine an AI so powerful, so cost-efficient, that it wiped $108 billion off the wealth of the world’s richest in just days. That’s exactly what DeepSeek, the Chinese AI disruptor, just did! 🔥 Key Market Shocks: Nvidia’s market cap dropped by $600B (stock down 17%). Tech billionaires took massive losses: Jensen Huang: - $20.1B (20% of net worth) Larry Ellison: - $22.6B (12% of fortune) Michael Dell: - $13B Nasdaq 100 futures plunged 1.9%, while Hang Seng Tech Index rose 2% on DeepSeek optimism. 💡 Who’s Behind This AI Powerhouse? Meet Liang Wenfeng, the 39-year-old genius from China who’s redefining AI. Former quant hedge fund founder managing $8B in assets. Early investor in Nvidia chips (2021), now using them to fuel DeepSeek’s rise. Built a 671B parameter AI model for just $5.6M, a fraction of what big tech spends. Open-sourced its tech, shaking up AI dominance. 📉 Silicon Valley is feeling the heat. 📈 China just made its boldest AI move yet. This isn’t just another AI launch—it’s a global tech power shift. 🔮 The question is: Are we ready for what comes next? Let’s discuss in the comments! 👇 #AI #DeepSeek #TechRevolution #Disruption

Is DeepSeek AI the next big disruptor in AI? On 27 January 2025, DeepSeek—a Chinese AI startup—sent shockwaves through global markets, unsettling even the giants of Silicon Valley. The Nasdaq Composite dropped nearly 3% as investors rushed to reassess the inflated valuations of AI-related stocks. Why? DeepSeek claims to have developed a large language model for under $6 million in just two months. Comparatively, US tech companies have invested hundreds of billions in AI initiatives. This startling contrast raises critical questions about the competitiveness of US AI strategies. Key Market Impact Highlights: NVIDIA: Plunged 11.7%–14.4%, wiping out over $300 billion in market cap. Microsoft & Alphabet Inc.: Fell by around 4%. Dell Technologies & Supermicro: Dropped by 7.2% and 8.9%, respectively. The broader S&P 500 wasn’t spared, falling 1.7%–1.8%. The success of DeepSeek has investors rethinking what it takes to lead in AI, and this rethink is rippling across markets. It makes me ask the following questions: 1. Is the US overinvesting in AI? 2. Or is DeepSeek leveraging smarter, faster strategies? 3. Is DeepSeek all hype from behind The Iron Curtain? 4. What are the geopolitical and diplomatic implications? After nuclear, will AI define the next generation of superpowers? #AIRevolution #Nasdaq #DeepSeek

AI isn't just hype; it's a $100 billion bet on the future of America. And that's terrifying… and exciting. 🤔 Think about it: * SoftBank and OpenAI are ALL IN. This isn't a small-scale experiment. * Trump's endorsement? That's a political earthquake. This transcends party lines. * This isn't about incremental change. This is about a fundamental shift in how we live, work, and compete. Are we ready for this level of technological disruption? What happens when the pace of innovation outstrips our ability to adapt? What will we do with all that extra time that machines will create for us? Are we collectively prepared for the coming tsunami? Follow me for more updates on AI and its impact on our future. #AI #ArtificialIntelligence #Tech #FutureofWork #Softbank #OpenAI #Disruption #Innovation #Geopolitics

Meet Liang Wenfeng, the visionary founder of DeepSeek, the revolutionary AI company that has shaken the U.S. stock market! In this video, we dive into Liang's inspiring journey from a child in Guangdong, China, to a prominent tech entrepreneur making waves in the AI industry. Discover how his background in hedge fund management and expertise in AI led to the creation of DeepSeek, a firm that challenges industry giants like OpenAI and Nvidia. We'll explore Liang's insights on China's role in AI, his ambitious goals for DeepSeek, and the recent impact of their cutting-edge AI models on global tech stocks. Don’t miss this deep dive into the mind of a trailblazer! Like and share this video! #DeepSeek #AI #LiangWenfeng #Technology #Innovation #StockMarket

Super stoked about this major collaboration of QuantumStreet AI 🎉✌ BNP Paribas partners with QuantumStreet AI, a global leader in AI-powered investment solutions, and IBM watsonx to launch a cross-asset trend and AI Index in Brazil, with global expansion plans. The BNP Paribas Cross-Asset Trend and AI Index, a unique blend of traditional trend-based investing techniques and AI-powered approach, is set to revolutionise the investment landscape. It utilises trend-following signals powered by QuantumStreet AI to identify cues that may be overlooked, allowing for the targeting of optimal allocations across global asset classes. QuantumStreet AI utilises IBM watsonx as the foundation for its generative AI platform. The strategy behind this index captures a wide range of information by utilising both historical data and forward-looking indicators through AI analysis. Congrats Subhra Tripathy and Christopher Natividad, on this milestone win! Here's wishing for more to come...Onwards & Upwards! 🚀 #watsonx #generativeai #genai #finance #ai

A flood of investments have poured into AI, but some recent studies suggest adoption is lagging particularly among smaller businesses, writes Jason Walsh