Relative Return Unplugged: What the arrival of an AI challenger means for US tech stocks
The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through the AI world and cratered US tech stocks.
In this episode of the Relative Return Unplugged podcast, Professor Geoff Webb from Monash University’s Department of Data Science and AI unpacks what the emergence of a Chinese challenger to established US AI players means and whether scepticism over its claims is warranted.
We discuss how markets have responded to DeepSeek’s arrival, whether tech giants are overspending on AI, the possibility of other challengers popping up around the world, and the security concerns when dealing with Chinese tech.
Tune in to hear Webb’s insights on how these new developments are going to impact the future of AI.
AUTHOR
Keith Ford
Recommended for you
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve Bank’s next move.
The latest episode of Relative Return sees host Laura Dew chat with Brian Jones, founder of outsourcing company VA Platinum, on why choosing to outsource certain functions of your business can enable you to be efficient and productive.
In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morgan’s recent conference in London, and what top fund managers and analysts see driving market behaviour.
In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment Management, to unpack the intricacies of contrarian investing and how financial advisers can uncover hidden gems.
