Trump’s gonna go mad. He hates China with a passion already. And that was before… DeepSeek-gate!!!! Those pesky little dudes from the East have made an AI… thing, that’s better than Chat GPT, it ourperforms OpenAI, it does everything everyone else’s does (I have not one fucking clue what that might be, I’m still living in fear of AI because of the Terminator movies and won’t touch it), BUT, and here’s the big thing: it cost just $6million to set up, and its very cheap to run. And it uses ‘old technology’ because America won’t sell the newest ‘chips’ to China. What’s more; its free. The Western rival AI platforms cost over $100 million to get running. And run at a much higher ongoing cost than DeepSeek.

America has invested $100 BILLION in new AI, as well as another 65bil from Meta and 80 from Microsoft. And up steps the Chinese and make it all look stupid. And as a consequence, Nvidia, the massive, ‘big-six’ company which makes all the chips which the US won’t sell to China, took a $600billion drop in its share valuation yesterday. Which is a totally ‘WTF????’ amount to lose. Ok, its only ‘paper money’ but still. What would ‘600 billion’ even look like? Probably look like a few men with very sad faces. Crying. The others in ‘Big Tech, USA’ aren’t doing so well today either.

So basically, the Chinese have shafted the American stock market. Every fund worldwide invests in those ‘big six’ companies, Meta and Microsoft and Apple and… Nvidia. Because they’re ‘sure things’. And now they’re suddenly not. You can buy it all cheaper by exploiting Chinese children in hot-house work houses, probably get a few Uighurs slaughtered in the process and get cut-price, low-cost AI which reports back to Alexa and President Xi and probably sucks all the data from your computers and then uses it for the purposes of human rights abuses in Shanghai. A win-win.

I can’t see Don letting this go without a fight? Retaliation? With his new BFF, Elon, the massive AI-advocate, as long as its American AI, retribution will follow. And very soon. Watch this space…

Happy Tuesday,

A xxxx