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AI Summary
- DeepSeek's open-source models disrupt assumptions about AI cost and capability, challenging U.S. dominance and sparking debate on open-source vs. closed model strategy
- Trump tariffs reshape globalism vs. national interests debate; tariff strategy impacts tech supply chains and international trade relationships amid uncertainty
- DOGE efficiency agenda and macro policy uncertainty create headwinds for tech valuations and AI investment plans; open-source momentum accelerates in China