Release of the DeepSeek AI model has caused some extreme market reactions and a lot of soul searching in the investment industry. As the dust settles and more information comes to light, Amati managers Mikhail Zverev and Graeme Bencke discuss the implications and consider how pragmatic and disciplined innovation investors should navigate this development.

Amati insights
4th April 2023 – Machine Vision
The next few years will bring a sharp increase in the number and variety of autonomous machines in use across industry and commerce. From inspection drones to warehouse robots and from autonomous cleaners to self-guided tractors. Unmanned mobile machines are…
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Amati insights
21st March 2023 – Silicon Valley Bank
Dr Paul Jourdan and Mikhail Zverev will discuss the failure of Silicon Valley Bank in the US last week, regulatory response and the emerging contagion risks. Managers will consider possible implications for the bank depositors, banking sector stability and regulation…
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Amati insights
7th March 2023 – Lithium
Lithium prices have soared almost 10 fold over the past two years as the growth lithium-ion battery production outpaced the available supply of the crucial raw material. With new supply coming on stream, both from existing mine expansions and from…
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Amati insights
21st February 2023 – Nuclear Energy
The energy market disruption caused by the invasion of Ukraine has caused many countries to rethink their energy strategy. The drive towards net zero provides an obvious preference for low carbon generation, but the need for consistent baseload power means…
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Amati insights
7th February 2023 – Digital Advertising
US Department of Justice last week filed a lawsuit against Alphabet/Google, seeking to break up its advertising business. This continues the seismic shift in the digital advertising industry, driven by both regulatory pressures and technological changes. Two leading digital advertising…
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Amati insights
24th January 2023 – Defence Spending
Discussion on defence spending, following recent record high US defence spending bill and spending increases by other developed nations. We will look at how technological change and innovation is changing the defence industry, touching on areas such as drone warfare,…
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