#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

12307.806 - 12325.22 Dylan Patel

So in that capacity, it's like, oh, maybe these big tech companies won't need to spend as much on AI and go down. The actual thing that happened, it's much more complex where there's social factors, where there's the rising in the app store, the social contagion that is happening. And then I think a lot of some of it is just like, I don't trade. I don't know anything about financial markets.