DeepSeek – after the hype

DeepSeek has certainly made waves recently! The hype around DeepSeek’s AI model, especially its reasoning capabilities, has sparked a lot of excitement and some confusion2. The “DeepSeek Failed Riddle” incident, where the AI struggled with a simple puzzle, highlighted both the potential and limitations of AI-driven logic.

Despite the initial excitement, DeepSeek faced a significant setback due to a large-scale cyber attack, which temporarily halted new user registrations. This has added to the confusion and uncertainty surrounding the platform1.

It’s definitely an interesting time in the AI world, with companies like OpenAI, Meta, and Nvidia feeling the pressure from this new competitor

Let’s take a look at how the market capitalization of some major AI companies has developed over the past two weeks:

  1. OpenAI: OpenAI’s market cap has seen a significant increase, especially after its recent $40 billion funding round led by SoftBank, which valued the company at $300 billion. This is nearly double its valuation from October 20241.
  2. Meta Platforms (formerly Facebook): Meta Platforms’ market cap has also increased over the past two weeks, currently standing at approximately $1.816 trillion. This represents a 17.82% increase over the past 30 days2.
  3. Nvidia: Nvidia’s market cap has been relatively stable, with minor fluctuations over the past two weeks.
  4. Microsoft: Microsoft’s market cap has seen a slight increase, continuing its strong performance in the market.
  5. Alphabet (Google): Alphabet’s market cap has experienced a slight decline over the past two weeks.

It seems like OpenAI and Meta Platforms have been the standout performers recently.

So my conclusion is, that everyone cooks with water and we need to compare apples with apples. Interesting times AHEAD.

#AHEAD_AI GET ahead – STAY ahead

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