In this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race essentially ending US dominance.
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...
Mark and Walter discuss carbon credits For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com
