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dborehamyesterday at 2:02 PM1 replyview on HN

Widely held belief in investor circles is that the Chinese government has a goal to deflate the US AI bubble and Deepseek is part of the plan to achieve that goal.


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aurareturnyesterday at 4:00 PM

Why would China care about deflating the US AI bubble? Why do we think there is a bubble for sure in 2025/2026? Why doesn't China also worry about their own AI bubble inside the country?

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