?? What DeepSeek Signals??
Timo Boldt
Every time you eat Gousto, you cut 7 kilos of CO2 emissions, which is 23% less than a supermarket shop! With 60% of UK food being ultra-processed (yikes), choosing Gousto is not just delicious - it's much healthier!
DeepSeek's AI cost-efficiency breakthrough isn’t just a milestone—it’s a potential game-changer:
??Bad news for infrastructure players: If training costs plummet, demand for high-end GPUs and excessive CapEx could shrink.
???Good news for Big Tech: Lower CapEx = better margins. Companies like Microsoft and Google can scale AI without breaking the bank.
???Great news for AI adoption: Affordable models mean faster adoption curves across industries, unlocking new waves of innovation.
But there’s a bigger picture: This could be the?Sputnik moment for AI, where the world realizes that the U.S.’s AI advantage over China and others isn’t as insurmountable as we thought. DeepSeek proves that global players are accelerating fast - and the AI race is far from settled.
???Winners: Platform and application-layer companies ready to ride the AI adoption wave.
???Losers: Infrastructure players relying on the old economics of AI.
The future is here, and it’s leaner, faster, and more competitive than ever. Are you ready? ??? Can Bento Tech help your DTC scale up win here? Daljit Bamford Ricardo Hummel are very thoughtful here!
#AI #DeepSeek #TechInnovation #GenerativeAI #FutureOfWork #AIsputnikmoment
Gousto is a data company that loves food!
Absolutely! The “busy” badge can hold us back from what truly matters. Shifting our mindset about food is crucial for lasting change. Let's keep this conversation going! Timo Boldt
myday Founder – Creating Healthy Organisations
1 个月Have you seen this Timo Boldt Adds to it all https://www.dhirubhai.net/posts/minevichm_how-to-shake-the-ai-world-and-break-wall-activity-7289736832097894400-eNDU?utm_source=share&utm_medium=member_desktop