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The DeepSeek Deep Dive: What Experts Are Saying

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By: R. Scott Raynovich


It’s been a wild week in the AI world. Last week, we had the announcement of the Stargate AI project from the White House, allegedly to the tune of $500 billion to build a new datacenter in Texas. We did our best to debunk parts of that story. This week, we got the release of a groundbreaking AI model from Chinese AI startup DeepSeek.

At the highest level, both the Stargate and DeepSeek events demonstrate a volatile mixture of AI competition at the global business level as well as AI's implications for geopolitics, as companies and countries alike race to produce the best AI technology. It’s been framed by many as the New Cold War.

The DeepSeek launch had large ramifications for the largest technology markets, the stock market, and foreign policy. This week, I spent at least 20 hours reading analysis from the world's top AI experts about DeepSeek, as well as speaking on the phone to many sources.

Let's dig into what I found.

Why DeepSeek Freaked Out Markets

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