Aswath Damodaran
The big story with DeepSeek is that it alters the AI story in a fundamental way, by opening up a pathway into the business without the massive investments in AI chips and data. That, in turn, has the potential of commoditizing the end market for AI products and services, with lots of competition and much less in profits. In my view, speaking as an AI novice, DeepSeek will create a bifurcated market for AI products and services, with a low-grade AI segment (composed of products that don’t need super computers and data) and a high-intensity AI segment, with very different characteristics in terms of competition and profitability.
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