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 episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year.
In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese’s trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices.
