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BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

The Ben and Emil Show

January 30, 20251h 15m

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Show Notes

If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode we'll break down what happened, why the market reacted how it did, why it matters, and more importantly...what happens next. PLUS we talk with CITRINI, the investing wizard who was early to the AI trade and the GLP-1 trade to get his thoughts.


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This episode was edited by Connor Rousseau / @ conrad_roussrad


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