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Index/Finance/Beyond the Benchmark by EFG
Beyond the Benchmark by EFG artwork

EP 112: Understanding AI disruption

Beyond the Benchmark by EFG · 2025-02-11 · 42 min

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Topics in this episode

Investing

Episode notes

Chinese generative AI contender, DeepSeek, caused huge waves in markets across the globe at the end of January. Investors and analysts were caught flat footed after the Chinese company, operating on inferior hardware, revealed a generative AI comparable to leading Western models while claiming that development costs had been a fraction of their American counterparts. This week with the help of Jonathan Rawicz and Henry Walters we delve into the technical details behind why this development was such a revelation, and what the longer term impacts of successful AI implementation might look like across sectors. Our host, Moz Afzal: Our guests: Jonathan Rawicz Henry Walters EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested.

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