As Nvidia Loses $580 billion in Market Value Today, We learn of Disruption Powered by Knowledge

NVIDIA lost at least $ 580 billion in market value on Monday, reminiscent of everyone’s ephemeral nature of category in the era of knowledge. When production factors are anchored around knowledge, many things can happen in a few weeks. Yes, today’s art state is limited by today’s knowledge. As this knowledge evolves and progress, new market positions are created.

This explains why some people prefer boring investments in cement, railways and these areas where moats cannot be calibrated overnight thanks to new knowledge of technology. The Chinese depth that has suffered nearly $ 1 billion on the world markets has not captured most of them because it is not worth 1 dollars. What happened? It has “destroyed” the value for these operational operators and an economic value for customers. Whenever you see that happening on a large scale, you have a disruptive innovation.

Good people, Deepseek is not yet finished; He only opened the veil. Some American companies are already incorporating its open source model. This means that the trajectory will continue to reduce the cost of development and marketing of AI systems.

I received an invitation from the Chinese government for a large semiconductor program; They will pay up to $ 280,000 for about two weeks of work, per year, up to three years (invitation below). Of course, it cannot be taken because of the restrictions of export control in America; The executive decree limited what many American semiconductor engineers can do in China. However, when you look how far China can go to build a winning team, you will respect this nation.

This is a golden era for microelectronic and semiconductor experts! From Taiwan to China, Brazil to Indonesia, governments discharge with money to attract experts in this game.

I respect China. I respect America. These are large countries. I hope one day that Nigeria will join this melee. Meanwhile, Nvidia will go well. If everything becomes cheaper, more people will need the solution, and that means that by volume, it will even earn more money.

The acceleration of exclusivity on the development of the AI ​​that Deepseek has pierced is good for Nvidia, America, China and the whole world in the long term because in this era of the Cloud, the idea that you must collect At least $ 1 billion to build these main models was unfortunate. I congratulate Deepseek for Liberation.

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