Welcome to the DeepSeek Disruption (DSD)
In summary: bloated headcounts, no new sources of revenue from AI, and limitless content with no scarcity value. Welcome to the DSD: DeepSeek Disruption.
I've been fruitfully engaged in a lively dialog with readers on my Substack regarding my post yesterday Is DeepSeek a Sputnik Moment? (titled Is (Chinese) Software Suddenly Eating The World? on Zero Hedge) and my conversation with Adam Taggart on his Thoughtful Money channel: SPECIAL REPORT: Did China's DeepSeek Just Pop The AI Stock Bubble? (56 minutes…
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