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China is having another AI moment
A new model has narrowed the gap with America
TL;DRAI
DeepSeek r1 (China) launched free January 2025, erasing $1trn from US markets (Nvidia -17%) and compressing America's AI lead to historic lows. Free competitive models collapse the profitability thesis anchoring Western AI valuations, forcing CTOs to reframe enterprise spend from capability races to unit-economics and measurable ROI.
256 words~1 min read
