I rarely blog or post on social media but I do write a private weekly newsletter for our staff and board and for a couple of weeks in a row have been writing about DeepSeek. What I didn’t consider is the reaction this week in the press and markets. Good folks like Ben Thompson, Pat Gellisnger, Tomasz Tunguz have all been commenting. With AI stocks getting pummeled and grave concerns surfacing about the impact of DeepSeek’s R1 model on the future of AI, it’s clear that fears of DeepSeek struck a deep nerve. That huge reaction merits both examination and explanation.

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