Mateen's Newsletter - Discuss The Tape

Mateen's Newsletter - Discuss The Tape

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Mateen's Newsletter - Discuss The Tape
Mateen's Newsletter - Discuss The Tape
The Week That Matters (20-24 Jan, 2025)
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The Week That Matters (20-24 Jan, 2025)

"Constraint drives innovation." Steve Jobs

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Mateen Chaudhry
Jan 27, 2025
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Mateen's Newsletter - Discuss The Tape
Mateen's Newsletter - Discuss The Tape
The Week That Matters (20-24 Jan, 2025)
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DeepSeek AI: another Kodak moment for Silicon Valley?

What would happen to Open AI’s share price if it was listed? How would the market justify its $157 billion valuation now that a smaller, leaner and more effective competitor, DeepSeek AI, has emerged? Obviously, we won’t find out. One advantage of private markets is they hide the truth.

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