For years the tech world acted like whoever owned the most chips would dominate AI. China is now showing that smarter software and lower costs might matter just as much.
By making AI models dramatically cheaper to run, they’re putting pressure on Silicon Valley’s massive hardware heavy approach and raising questions about whether all that spending was really necessary.
If DeepSeek is “good enough” at 1/20th the cost, AI pricing power may collapse much faster than the market expects.
That is the real risk for the AI bubble.$NVDA $MU $AMD $SMCI $AVGO $MSFT $AMZN $GOOGL $META
— Norveçli (@norveclifinance) May 23, 2026
it ain’t just me who sees the emperor has no clothes https://t.co/GcVzQnfaQH
— Gary Marcus (@GaryMarcus) May 23, 2026
Every single company in Silicon Valley is full of worthless DEI hires.
The stock market actually deserves to collapse. pic.twitter.com/uI9HkQpuOH
— Eric Spracklen 🇺🇸 (@EricSpracklen) May 24, 2026
Mark Zuckerberg launched the metaverse in 2021.
He spent over $73,000,000,000 on it.
He even changed his company's name from Facebook to meta.
Yet the metaverse was so bad even FB's own employees didn't want to use it.
Now its considered as one of the biggest corporate… pic.twitter.com/2ASNLCICSb
— Dispropaganda (@Dispropoganda) May 23, 2026