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#Deepseek. I've seen a lot about it but everything I've seen that was informative is also very pro AI. I'm not so i won't share links to them.

Basically:
China was denied the newest chips to make AI so everyone in the US assumed they would never get there.
But China used less capable chips and optimized the hell out of them to make something work that's actually way more efficient.
So tech stocks are worried there could be a bubble now, and generalized AI hype is seeing a surge today.

Mostly i think this is about American hubris.