Deepseek’s R1 tanked the stock market but it’s actually a good thing for AI AND AI companies.
R1 shocked a lot of people with how good it is and how *free* - it’s available for anyone to see what is close to the state-of-the-art right now.
But I think overall, this is only going to speed up spending on AI and we’ll see these stocks rebound because the game isn’t about now, it’s about the next generation and the one after that. We’ve entered into an AI race now and we’re only going to go faster.
We'll have a ton more on this on this week's AI For Humans!
