DeepSeek: The Villainous AI

A person holding a phone with the deepsek app on it.

So I’ve been following this crazy story in the AI world—and honestly, it feels like something out of a movie. A Chinese company called DeepSeek just dropped an AI model so powerful and efficient that it caused Nvidia’s stock to crash 17% in one day. That’s the biggest single-day drop for any U.S. company since the Great Depression. Yeah, that serious.

And I can’t stop thinking about it.

Nvidia Got Hit With Its Own Weapon

What blows my mind is the irony. DeepSeek was trained using Nvidia GPUs, stockpiled before the U.S. started banning chip exports to China. They literally used Nvidia’s own tech to build something that made Nvidia’s hardware less necessary. I mean, how often does a company get dethroned by its own tools?

Why This Feels Like a Turning Point

To me, this isn’t just about stock prices or competition—it’s about power shifting. For the last few years, we’ve been watching Nvidia dominate AI like it owns the entire future. But DeepSeek proved something: you don’t need to burn through billions of dollars to build a great model.

It’s cheaper. It runs on older chips. And it’s good—so good that tons of Asian companies are jumping ship and switching over.

I’m sitting here wondering: if one company in China can do this, what else is coming?

The Geopolitics Are Inevitable

Of course, now the U.S. is freaking out. There’s talk of banning DeepSeek, just like TikTok. But honestly? I think that’s just going to make things more tense. It’s clear AI isn’t just about cool tech anymore—it’s about national power, cybersecurity, and who controls the future.

As someone who follows AI pretty closely, this feels like a moment where everything shifts. It’s not just OpenAI vs. Google anymore. It’s countries vs. countries, with companies caught in the middle.

What I’m Watching Now

• Will DeepSeek keep growing or get blocked?

• Can Nvidia bounce back, or is this their “peak Apple” moment?

• And most of all—how fast is the AI arms race going to escalate now?

We talk a lot about AI safety, job automation, and chatbots. But this? This is different. This is AI as global disruption—and I don’t think we’ve seen anything yet.