Disrupting the disruptors: the DeepSeek fallout

For investors in the theme of disruption, the early days of 2025 have been one for the ages. Topping the list of disruptive events for markets was the emergence of DeepSeek.

Few could have predicted the shake up in markets the small Chinese AI startup triggered. But a few weeks on how much has changed and what have investors learned from the experience. We sit down with Paddy Flood, an investor in the theme of disruption, and Ankur Dubey, an Investment Director, to get their views from a public and private markets perspective.

RUNNING ORDER:

04:06 - Part one: the DeepSeek heat is on

08:19 - Part two: risks to investing in AI

12:41: - Part three: how to invest in AI

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