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by thecopy 10 days ago
When DeepSeek was released, it had an immidiate and significant impact on the US stock-market. Now when its becoming common knowledge that China is almost at parity with US SOTA models with good momentum, why is there no sentiment change on the market?
1 comments

I’d imagine partly a belief, right or wrong, that protectionism and regulatory capture will reduce China’s models impacts on the US market. Just like automobiles: the big 3 should be terrified of the likes of BYD, but aren’t.
People I know who Range Rover their way through life are openly considering BYD… it’s a fascinating and slow but steady market takeover