• Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25

  • 2025/02/21
  • 再生時間: 7 分
  • ポッドキャスト

Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25

  • サマリー

  • U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.

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あらすじ・解説

U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.

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