Thoughts on DeepSeek: The AI Disruptor Shaking Up Tech and Wall Street

Over the last few months, I’ve been consistently saying, we are living in one of the most interesting—if not the most interesting—times in history. The rapid advancements in artificial intelligence (AI) is at the heart of all of this.

The latest leap in AI is DeepSeek. I’ve been testing it for the past month, even before their latest model release. The results are incredible. With the launch of Model V3, which slashes training costs by over 90%, and R1, delivering top-tier performance at 1/40th the cost , DeepSeek has quickly gained mass awareness and is disrupting industries across the board.

In just weeks, DeepSeek became the #1 most-downloaded app on Apple’s US App Store. Meanwhile, as of Jan 27, NVIDIA lost $500 B market cap, and 2 trillion was wiped off the value of US stocks.

I hope somebody is buying. As Warren Buffett says, “Be fearful when others are greedy, and be greedy when others are fearful.”

Anyhow, But I think the market—and Wall Street—is overreacting.

Here is my reflections: