In the aftermath of the DeepSeek R1 launch, companies like Apple and Meta seemed to evade significant stock shocks compared to competitors like Nvidia and Microsoft, who faced immediate fluctuations. DeepSeek's ecosystem appears beneficial to Meta, bolstering its long-standing social media operations. Apple, known for its cautious approach, avoided hasty decisions amidst the AI industry's volatility. Notably, Apple is thriving in areas like hardware, focusing on security and privacy, aligning with market shifts towards on-device processing, suggesting a strategic advantage in the evolving AI landscape.
I mean, it's the ecosystem that surrounds it that benefits meta here, like you said around, you know, their social media platforms, which have been the company's bread and butter for well over a decade. At this point, it is the same on the proprietary side of things, that ecosystem aspect
I think saying they were slow to jump into the AI race is a bit unfair. I think it was quintessential Apple style. You know, they're not going to make rash decisions. Tim Cook has famously spoken about this over the last two years, the fact that they weren't going to dive head first into what was essentially, at that point, an industry that was in flux, and there was a lot of hype, a lot of hyperbole, and they've went about their business very intelligently.
When you look at the hardware aspect of it, what we were talking about around the potential security and data privacy protection benefits from running on device, I think this is an area, again, where deep seek is going to have a lot of success. It's an area that Apple has already having a lot of success in, and we see the market moving towards that as well.
Collection
[
|
...
]