Disruptive Innovation and Economy
DeepSeek is a disruptive innovation and could also become a disruptive economic force.
On Monday, NVIDIA dropped 17%, only to rise 9% yesterday. Yet, it remains in an upward trend channel. Why is that?
I tried downloading the DeepSeek app.
After reading a significant portion of the privacy policy, I wouldn’t call it privacy at all—it does not comply with EU regulations. I decided against registering an account and deleted the app.
I believe DeepSeek will face limitations in Europe and beyond, but it has demonstrated that AI innovation is no longer exclusive to large US corporations. It is now entirely feasible to develop AI models based in Europe and Scandinavia. This is crucial, as it allows us to work with AI models that are not inherently biased toward either China or the US.
With Trump back in power, geopolitical uncertainty has increased. The US approach to technology, trade, and AI regulation is now less predictable, making it even more important for Europe to develop independent AI models. A diversified and democratized AI landscape will drive demand for GPUs and contribute to a more balanced technological ecosystem.
Disclaimer: I have a position in NVIDIA.
On Monday, NVIDIA dropped 17%, only to rise 9% yesterday. Yet, it remains in an upward trend channel. Why is that?
I tried downloading the DeepSeek app.
After reading a significant portion of the privacy policy, I wouldn’t call it privacy at all—it does not comply with EU regulations. I decided against registering an account and deleted the app.
I believe DeepSeek will face limitations in Europe and beyond, but it has demonstrated that AI innovation is no longer exclusive to large US corporations. It is now entirely feasible to develop AI models based in Europe and Scandinavia. This is crucial, as it allows us to work with AI models that are not inherently biased toward either China or the US.
With Trump back in power, geopolitical uncertainty has increased. The US approach to technology, trade, and AI regulation is now less predictable, making it even more important for Europe to develop independent AI models. A diversified and democratized AI landscape will drive demand for GPUs and contribute to a more balanced technological ecosystem.
Disclaimer: I have a position in NVIDIA.
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