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Did Deepseek Eat OpenAI’s Lunch? The AI Chip Boom Tells a Different Story
The emergence of Deepseek, a cheaper open-source AI model developed in China, has sparked debate over its potential impact on the AI landscape. Deepseek-R1 is a multimodal large language model…
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Lesson 5: Metrics — How to Tell if a Business Is Truly Great
Lesson 4: Moat – What Protects the Business?
Lesson 3: Mastery – Knowing the Business You’re In
Lesson 2: The Two Pillars of Smart Investing — Business Quality and Price
What’s Going On With the Market? Yields Are Up, the Dollar Is Down, and Stocks Are Falling
