The question is what is it going to do for an encore? And if there is no encore then DeepSeek is just a flash in the pan.
But if there is no encore then the question eventually gets asked what any of the AI engines and language learning models are doing. If DeepSeek fails to deliver after basically showing ChatGPT and Gemini have failed to deliver, people are going to start questioning the hype.
Once that skepticism takes hold the AI bubble pops soon after.
DeepSeek is an accelerant, as I see it.
It’s made a big splash, roiling NVidia’s stock.
The question is what is it going to do for an encore? And if there is no encore then DeepSeek is just a flash in the pan.
But if there is no encore then the question eventually gets asked what any of the AI engines and language learning models are doing. If DeepSeek fails to deliver after basically showing ChatGPT and Gemini have failed to deliver, people are going to start questioning the hype.
Once that skepticism takes hold the AI bubble pops soon after.
I give it between 18 months and two years.