Monday, January 27, 2025

DeepSeek May End US Stocks Exceptionalism: 3-Minute MLIV

Comment:  The idea that such will lower demand is retarded.   Like happens with increasing energy efficiency lowering cost to run higher end models will only increase demand not lower it.   The cheaper it is to run intellectual labor replacing technology the more the ability to deploy and viability to replace human labor increases.  

All of that can only increase demand.