I think this is the correct take. There might be a small bubble burst initially after a bunch of US stocks retrace due to uncertainty. But in the long run this should speed up the proliferation of productivity gains unlocked by AI.
I consider it unlikely that the new administration is philosophically different with respect to its prioritization of "national security" concerns.
That's not a crazy thing to say, at all.
Lots of AI researchers think that ASI is less than 5 years away.
> deepseek's performance should call for things to be reviewed.
Their investments, maybe, their predictions of AGI? They should be reviewed to be more optimistic.