In this episode of AI Rising, hosts Jayanth and Leslie talk about Investors trying to assess companies like Nvidia, OpenAI, or Facebook’s LLaMA are struggling to model just how much these technologies will be used, or to what extent they themselves will be disrupted. The uncertainty is immense, and it’s clear that many AI models are still lurking in the shadows. The recent developments, like DeepSeek’s release, have stunned the world, marking a significant shift in the AI landscape. Some concerns have been raised because it has come out of China, but it’s also important to recognize the innovation China brings—look at its infrastructure, BYD, and how much of the world’s telecom networks rely on Huawei and ZTE. This is not another TikTok scenario. DeepSeek has an MIT license, which is a US-based institution, and they’ve already factored in concerns around local data hosting, ensuring compliance with sovereign data policies.