The arrival of Chinese startup DeepSeek’s artificial intelligence (AI) model is shaking up the US tech sector, with a particular impact on software.
Brent Thill, senior analyst at Jefferies, joins Julie Hyman on Market Domination to discuss the recent development, suggesting it could be a positive shift.
“It’s really positive for software … effectively, as AI costs drop on infrastructure, it helps democratize and brings it to the software layer," Thill explains.
Thill emphasizes the importance of AI infrastructure, stating, "You don’t have artwork without walls; you can’t have AI apps without infrastructure," he says. "We’re building all this infrastructure to then hang all the AI apps on top, and so what’s happening now is we’re getting proof that we’re getting more efficient, we’re effectively adding new capabilities to software, and that’s going to help bring more opportunities to monetize on the software layer."
Despite some initial skepticism, Thill believes the long-term shift from infrastructure to software will unlock new opportunities for growth and monetization in the industry.
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