Deirdre Bosa(@dee_bosa):Zhipu is testing the same assumption DeepSeek tested a year and a half ago: that American frontier labs have an uncatchable lead. Zhipu +15%, Minimax (another Chinese AI lab) +24% overnight in HK While US AI names are falling today: Google -6.5%, Amazon -4.3%, Meta -2.6% @satyanadella summed up the shift:

Deirdre Bosa

@dee_bosa

Pronounced Dear-dra. Anchor & reporter @CNBC for 15 yrs. Now building something new. still a Leafs fan 🇨🇦

가입 March 2011

4.6K 팔로잉 중 75.2K 팬

Deirdre Bosa@dee_bosa

2026.06.22 15:15

Zhipu is testing the same assumption DeepSeek tested a year and a half ago: that American frontier labs have an uncatchable lead. Zhipu +15%, Minimax (another Chinese AI lab) +24% overnight in HK While US AI names are falling today: Google -6.5%, Amazon -4.3%, Meta -2.6% @satyanadella summed up the shift: