DeepSeek, Stargate, and the new AI arms race

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DeepSeek, the AI model built by a Chinese hedge fund that's completely upended the conventional wisdom around bleeding edge AI models, what they can do, and importantly, how much they should cost to develop. DeepSeek, if you haven't played with it, is expressed a lot like ChatGPT. There's a website and a mobile app, and you can type into a little text box and have it talk back to you.