DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model...View more