Deepseek is a clear disruptor. If it’s outperforming OpenAI at a fraction of the cost, the implications for the Nasdaq are huge.
The dominance of US tech giants is in question. With reduced-capability chips outperforming massive investments, the bubble of overinflated valuations in big tech could burst. The market might soon be forced to recalibrate, adjusting to a reality where smaller, more agile companies can match or even surpass the performance of the giants, without the endless …