According to Sundar Pichai, Google is exploring partnerships with Nigeria to expand AI skills and support the country's tech ecosystem, which could have significant implications for tech-related investments and market dynamics in the region.

According to Andrew Ng, the recent 'DeepSeek selloff' in the stock market is attributed to DeepSeek V3/R1 disrupting the tech ecosystem, highlighting the application layer as a promising area for investment. The hyper-competition in the foundation model layer benefits application developers, suggesting potential shifts in trading strategies towards companies in the application layer of technology.