DeepSeek medium term impact

Has anybody actually looked at all of this as a positive? When DeepSeek is inevitably revealed to have just been a pump fake and the powers that be explain to the masses that LLMs are a negligible part of the entire AI buildout, it's going to just have accelerated the AI Cold War.

I honestly think that this was a blessing in disguise to the sector and the market. On the surface level, the casual observers just ran with the headlines and thought that the AI bubble burst, but in fact, all of this is actually the catalyst that sends it into a new dimension. I believe that this is how it will shake out, and there's already indications that this is what is going to happen.

Do you really think that the US government and the tech giants are just going to sit back and take this slap in the face? They're going to take the Cold War to the next level.