Richard Windsor: DeepSeek and the AI Arms Race

Last week's emergence of DeepSeek, a Chinese AI model promising transformative cost savings and strong performance relative to other large language models, posed a wide array of long-term questions. Does DeepSeek's emergence represent a game-changer for the industry? What geopolitical implications might it have? And, how impregnable are the moats around the existing, large competitors in the IT ecosystem? This week, to discuss these questions as well as the future of the AI industry, we are pleased to speak with Richard Windsor, founder and CEO of Radio Free Mobile, an independent research firm specializing in the digital and mobile ecosystem.See omnystudio.com/listener for privacy information.

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Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Global Markets. Leveraging new tools, proprietary data and deep expertise, the Global Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.