Founders: Is DeepSeek Doomsday for American OPEN AI?

Founders AM | Institutional Insights

Housekeeping: We will also be doing a recap and update on this event in the morning rundown surrounding NVDA. This analysis is about DeepSeek’s superiority claims

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Bernstein gives the first and most informed take on what just happened. This is not about the stocks involved. It is about the Deepseek tech and answers if it is anywhere near the hype/claims surrounding it these past few days as it relates to the US OpenAI ecosystem in terms of:

• Abilities

• Cost to make

• Cost to buy/use

The answers…

• In terms of abilities- NO