Elizabeth Yin · 29 January 2025 · Investment Thesis

DeepSeek Disruption: AI, NVIDIA, and the Future of Venture Capital

Elizabeth Yin

DeepSeek's cheaper AI model training proves that advanced AI development no longer requires NVIDIA's premium chips or massive capital, democratizing AI development and reshaping venture economics—founders can now bootstrap viable AI startups while VCs face margin pressure from lower-cost competition and reduced capital requirements.

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Topics: AI (Horizontal) · Venture Capital & Startups

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