DeepSeek, China AI Startup, Panics Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 January 2025
⏱️ 39 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 27th, 2025
Featuring:
- Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets
- Joe Weisenthal, Bloomberg Odd Lots co-host
- Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:15.4 | Don't miss the fifth Qatar Economic Forum powered by Bloomberg this May 20th to 22nd live in Doha. Programmed by Bloomberg News, the Qatar Economic Forum powered by Bloomberg this May 20th to 22nd live in Doha. |
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| 0:27.3 | international CEOs who are providing unique perspectives on the critical issues facing the global |
| 0:32.9 | economy. Join us in Doha and be there as it happens. Request an invitation today at cutter economic forum.com. |
| 0:44.4 | Bloomberg Audio Studios, Podcasts Radio News. |
| 0:56.5 | This is the Bloomberg Surveillance Podcast. |
| 0:59.7 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:06.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:11.8 | Right now and joining us and you know last night when this was blowing up, I said, |
| 1:15.9 | get me Mandeeb saying he'll join us in a bit here. |
| 1:18.5 | But Anurag Rana joins us now from Chicago with a little different take than Mandip. |
| 1:23.2 | More on the cloud, more on the systems analysis, if you will, of these big companies. |
| 1:28.3 | Anurag, thank you so much for joining. You don't do buy, hold, sell, but would you suggest |
| 1:34.3 | the sell side will shift opinion today? |
| 1:38.3 | For the cloud providers, I don't think so, because as you know, Paul just mentioned |
| 1:42.3 | about the tweet from Microsoft CEO, |
| 1:45.2 | he's probably a little bit happier because for him, if the cost curve goes down in the long run |
| 1:50.5 | and we don't know if that's going to happen, you know, his adoption rate goes up and his |
... |
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