Interesting how $deepseek went from zero to hero over the weekend. 

The founder is proving to the market that AI may have hit diminishing returns and that you may not need to increase your capex to the extent $META $GOOGL $MSFT have been in the past few years. 

Greatest quote I’ve heard in a while:

“There is no moat when it comes to AI capabilities"

Source:
#META #GOOGL #MSFT