DeepSeek and AI’s Efficiency Era
Description
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.
(00:14 ) Tim Beyers and Dylan Lewis discuss:
- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.
- Why software prowess and efficiency will be the major themes for AI in 2025.
- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.
(19:15 ) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.
Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC
Host: Dylan Lewis
Guests: Tim Beyers, David Meier, John Zahurancik
Engineers: Rick Engdahl
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