The arrival of the Chinese startup Deepseek's Artificial Intelligence (AI) model shakes up the American technical sector, with a certain impact on software.
Brent Thill, senior analyst at Jefferies, joins Julie Hyman Market rule To discuss recent development, which suggests that it can be a positive shift.
“It is really positive for software … effective, because the AI costs fall on the infrastructure, helps democratization and brings it to the software layer,” Thill explains.
Thill emphasizes the importance of AI infrastructure and says: “You have no works of art without walls; you can't have AI apps without infrastructure,” he says. “We are building all this infrastructure and then hanging all AI apps at the top, and therefore what is happening now, is that we get the proof that we are becoming more efficient, we effectively add new possibilities to software, and that is about more opportunities Bidding to make money on the software layer “
Despite some initial skepticism, Thill believes that the long -term shift from infrastructure to software will unlock new opportunities for growth and income in industry.
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This post is written by Josh Lynch
