Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news f...
Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models.
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Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25
DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China.
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How China’s DeepSeek upended the AI landscape 1/27/25
China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed to the top of the Apple App store charts, and what consumer adoption of Chinese AI models means for the future.
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TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25
An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. CNBC’s Deirdre Bosa interviews Perplexity CEO Aravind Srinivas and explains why the DeepSeek has raised alarms on whether America’s global lead in AI is shrinking.
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TechCheck+ Databricks CEO Ali Ghodsi 1/23/25
Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more.
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
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