The DeepSeek Dilemma The rapid rise of DeepSeek, a Chinese AI startup, has disrupted the global AI landscape. However, its success has also led to significant geopolitical tensions, particularly with the United States. The U.S. government’s recent actions, including banning DeepSeek’s app on government devices, underscore growing concerns over data privacy and national security. This development has profound implications...
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The recent government cryptocurrency dealings in July could shed some light on where the 2.3 Trillion US dollar crypto market is heading next. There is a relative period of calm with the crypto Greed and Fear Index, a risk indicator, hovering around 49, or neutral, at the time of writing this piece. Is this the calm before the storm, or is the two trillion-dollar crypto market about to take a moonshot? Two recent government dealings,...
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If peak globalization has been reached, then the long term bet on globalism could also be unwinding. The post World War II era of multilateral free trade agreements is beginning to look jaded and that could also be making the long term bet on globalism a loss-making play going forward. Economic nationalism has locked swords with globalism which could mean that peak globalization and its subsequent downtrend are likely to be the...
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