Anna Wong(@AnnaEconomist):Most interesting story on @TheTerminal today. That chart on the move to Deep seek models from American home grown models flag that AI is China shock on steroids. What the labor force face is not just American automation, but automation from China. The drop in prices will have to be made up somewhere (via faster adoption), otherwise doesn’t bode well for stocks (but bodes well for productivity). Ps We also concluded similarly in the Orange Book that the past earning season was a turning point in turns of these upstream AI providers showing that the investment is economically viable.

2026.06.25 12:28

Most interesting story on @TheTerminal today. That chart on the move to Deep seek models from American home grown models flag that AI is China shock on steroids. What the labor force face is not just American automation, but automation from China. The drop in prices will have to be made up somewhere (via faster adoption), otherwise doesn’t bode well for stocks (but bodes well for productivity). Ps We also concluded similarly in the Orange Book that the past earning season was a turning point in turns of these upstream AI providers showing that the investment is economically viable.

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