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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 422.21+1.9%4:00 PM EST

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To: Julius Wong who wrote (210658)1/28/2025 6:03:22 PM
From: TobagoJack   of 219259
 
notes

My takeaways from the VLOG, given DeepSeek, the Boyz club as hubbed around OpenAI (comprised of cabal of MSFT, Meta, and such same sort of usual suspects) is put-a-fork-in-it done-done on this planet in this galaxy of this universe

Now all users, including Alibaba, Tencent, Microsoft, Meta, etc etc can do more with less, and the AMDs and Huawei's can do more relative to Nvidia even as Nvidia still has place at table and OpenAI has to drastically reform or be thrown under the bus

Advisably OpenAI can distribute its ungodly cash hoard now, instead of struggling to IPO, and do pivot to China, do JV with DeepSeek or its competitor(s) whilst OpenAI is still worth some but rapidly diminishing value

From here on out, Team China can wrap any app around DeepSeek and go global, and offer the automated services for ... free

For example, pair DeepSeek with Little Red Note, and trash TikTok and all its competitors, etc etc

It is going to be bloody out there and in here, essentially bloody everywhere, ala a symphony of blood

POTUS Trump should thank Core Comrade Jinping, for the Trump now can save 500 billion StarGate tokens for some other project

Digital dominance ended, and everyone must get back to work or lay flat and watch Netflix programs produced by AI-enabled / enhanced creators

Lots of NVDA chips can be sold until Huawei shows up at the buffet table, then the sharing must happen or NVDA disappears
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