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DeepSeek and AI’s Efficiency Era

32 min • 27 januari 2025

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.


(00:14) Tim Beyers and Dylan Lewis discuss:

- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.

- Why software prowess and efficiency will be the major themes for AI in 2025.

- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.


(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.


Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC


Host: Dylan Lewis

Guests: Tim Beyers, David Meier, John Zahurancik

Engineers: Rick Engdahl


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