Zero Hedge
by Tyler Durden
Thursday, Jan 30, 2025 – 02:05 PM
Authored by Charles Hugh Smith via OfTwoMinds blog,
In summary: bloated headcounts, no new sources of revenue from AI, and limitless content with no scarcity value. Welcome to the DSD: DeepSeek Disruption.
I’ve been fruitfully engaged in a lively dialog with readers on my Substack regarding my post yesterday Is DeepSeek a Sputnik Moment? (titled Is (Chinese) Software Suddenly Eating The World? on Zero Hedge) and my conversation with Adam Taggart on his Thoughtful Money channel: SPECIAL REPORT: Did China’s DeepSeek Just Pop The AI Stock Bubble? (56 minutes).