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When DeepSeek was released, it had an immidiate and significant impact on the US stock-market. Now when its becoming common knowledge that China is almost at parity with US SOTA models with good momentum, why is there no sentiment change on the market?

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I’d imagine partly a belief, right or wrong, that protectionism and regulatory capture will reduce China’s models impacts on the US market. Just like automobiles: the big 3 should be terrified of the likes of BYD, but aren’t.

People I know who Range Rover their way through life are openly considering BYD… it’s a fascinating and slow but steady market takeover

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