The Hard Reality of the Global AI Race: US vs China vs India | Saurabh Mukherjea x Ishaan Chitale

Start a conversation on WhatsApp: https://marcellus.in/help?utm_source=... --------------------------------------------------------------- How did a Chinese hedge fund build a world-class AI model for the price of a 2BHK flat, while American tech giants spend billions? And more importantly—why hasn't India built its own DeepSeek? In this episode of The Biggest Questions in Finance, Saurabh breaks down the disruptive rise of DeepSeek and the explosive AI arms race happening inside China. We explore what happens to the global tech ecosystem when the cost of artificial intelligence collapses to near zero, and dive into the immediate threats and opportunities this presents to India's $300 billion IT industry. Key Topics Covered The DeepSeek Shock: How a $6 million Chinese open-source model matched OpenAI and wiped out $600 billion of Nvidia's market cap in a single day. Intelligence at Kirana Prices: Why global developers are choosing Chinese open-source models for data sovereignty and massive cost savings (up to 30x cheaper). Where is India’s DeepSeek?: An honest look at India’s AI landscape, the Sarvam AI story, and why Indian corporate giants are sitting on the sidelines. The Future of Indian IT Jobs: How cheap AI tokens are directly attacking the wage gap that built India's IT sector. We discuss why the workforce isn't shrinking, but rather being violently resorted. The Investor Playbook: Three crucial portfolio moves you must make to survive and profit from the deflation of computing costs. --------------------------------------------------------------- 💼 About Marcellus Investment Managers Marcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators. Discover our approach to investing here: www.marcellus.in