Deep Seek enters the chat.

Motleyful money starts now.

I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful analyst Tim Byers.

Tim, thanks for joining me on what has proven to be a tech-filled Monday.

Yeah. Not caffeinated, but I'm very ready to go.

Yeah, some energy, some headlines, maybe getting your attention and bringing some of that energy.

The tech battle between China and the United States continues to heat up. Over the past week,

AI app, DeepSeek,

has topped App Store charts as one of the most downloaded apps, period. And its rise is leading to some pretty serious questions about the resources and investment in AI, in particular

from American publicly traded firms. We are seeing the market process that very much in real

time today, Tim. Yeah, and part of the issue is the freak out that China has essentially

developed an AI model for orders of magnitude less than the dominant models here in the

United States. So you have Open AI, Anthropics Claude,

perplexity, all of these others. We're built with just, I mean, we have spent hundreds

upon hundreds of billions of dollars, and we are still spending hundreds and hundreds of billions

of dollars building out AI models. We have presumed here in the United States, the predominant narrative is these are resource intensive.

They take a lot of capital to build out. They consume unbelievable amounts of energy.

And so we have said, look, we have to invest. We have to invest big. It is here in the United States,

AI has been a go big or go home story. And then China

came along with Deepseek and the Chinese entrepreneurs had introduced this and said, actually,

not so fast. We can make this for a fraction of what you're saying it is. Now, I don't know if you should believe their exact

number, Dylan. I think they said something like six million, but I don't think it matters. I don't

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