#DeepSeekImpact #TRUMP

• CHINA'S DEEPSEEK R1 CRUSHES CHATGPT

—Al GAME CHANGER OR SHORTCUT SUCCESS?

DeepSeek R1 isn't just another Al model—it's a massive disruption. This Chinese Al runs locally, costs 93% less than OpenAl's 01, and just topped the App Store charts, something Gemini and Claude never pulled off.

But there's a catch—its $6M training cost is a mirage. DeepSeek likely leveraged years of research, huge GPU clusters, and distillation from GPT-40 and 01, sidestepping U.S. chip bans and proving that China doesn't need to buy the cow if it can milk the data for free.

If Al inference moves to the edge-Mac Studio today, superphones in 2 years—it could wipe out the need for power-hungry Al data centers and trigger the biggest PC and smartphone upgrade cycle ever. But if Al stops making breakthroughs?

The real winners will be Google, Meta, and X-the companies using Al best.

And then there's Grok-3. If Elon's model scales better than OpenAl's, we might see the Al arms race accelerate even faster.

The question now: Is ASI coming sooner than we think?