DeepSeek – A Sputnik Moment
Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.
The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.
November 12th 2024
You can read more about superscaling in our White Paper by Bo Knudsen and Senior Analyst Marcus Bellander