TLDR AI · DEEP DIVES & ANALYSIS

DEEPSOUGHT

spyglass.org6 min read

Summary from the TLDR AI newsletter

The "DeepSeek Moment" predicted to trigger an AI Winter turned out to be minor, with NVIDIA's stock quickly recovering from an initial 17% drop. DeepSeek influenced a shift towards cheap, open-source AI models, particularly benefiting China. The upcoming 'V4' model from DeepSeek could further impact the balance in AI advancements, especially with the US and China navigating tensions over NVIDIA chip sales.