Stacy Rasgon: DeepSeek, Hype vs. Reality

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In the Know

Bernstein Research

60 episodes

1 week ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Stacy Rasgon: DeepSeek, Hype vs. Reality

In the Know

31 minutes 7 seconds

9 months ago

Stacy Rasgon: DeepSeek, Hype vs. Reality

Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir in the markets. In this episode, Stacy provides an update on the ‘latest and greatest’ in the world of AI, plus we delve into who DeepSeek are, the initial reactions, and what this may mean for Open AI and the industry at large.

Hosted on Acast. See acast.com/privacy for more information.