Why is everyone talking about DeepSeek?

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up 00:27 Intro 00:44 DeepSeek: The AI Underdog Shaking Silicon Valley 10:46 EMS in India: A Short-Term Spike or Long-Term Shift? 19:58 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.