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What Silicon Valley really thinks about DeepSeek, TikTok, and Trump
- The news about DeepSeek, Chinese-built AI engine that's just as powerful and less expensive than top-of-the-ine US stuff shook Silicon Valley and beyond.
- DeepSeek struck at a question that is so important: what is the comparative advantage on AI, and where is the money going to be made over the very long term.
- At the moment, DeepSeek isn't intertwined with Donald Trump. Just about everything else in the tech world right now seems deeply enmeshed with Trump.
- The AI winners were believed to be the biggest tech firms. But DeepSeek has upended this perception and may be easier to catch up. It remains to be seen.
- Microsoft, Walmart and Oracle are among the consortium seeking to find a non-Chinese buyer for all or some of TikTok. Elon Musk could also be in the picture.
- Silicon Valley senses that there is a moment to unwind many policies - ranging from tax law to DEI - of the last several years, and they are taking this moment to try and seize that.
- It's a complicated story. Silicon Valley is aligned with Trump on many issues, and they're taking this moment to try and get their companies back to where they want them to be.
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