Where’s the Moat?

In Where’s the Moat?, Andrew Wilkinson and Steve Sosnick break down the seismic shift in the AI landscape, exploring how DeepSeek’s disruptive model challenges NVIDIA’s dominance and reshapes investor expectations. Is the AI gold rush facing a reckoning, or just evolving into a new era?

Om Podcasten

Interactive Brokers (IBKR) Podcasts offers market commentary on a variety of topics and asset classes. Episodes include discussions with IBKR employees, researchers, and leading financial services companies.