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 at the frontier of media. Still a Leafs fan 🇨🇦

加入 March 2011

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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: