Last week’s announcements from DeepSeek – high-performance large language models at a fraction of the cost of its American counterparts – sent ripples through the global markets and altered conventional wisdom on the investment required to develop and deploy AI.
In seconds, Hebbia simultaneously assessed DeepSeek’s impact on ALL companies reporting earnings last week.
From 300+ Earnings Calls, 21 mentioned DeepSeek.
Management sentiment on DeepSeek from AI leaders across closed-source, open-source, and infrastructure spaces.
Although AI solutions appear to be becoming more cost-effective, all three companies are preserving or expanding their already significant investment in AI.
1. Start Broad
Hebbia’s flagship product, Matrix, automatically ingested and analyzed 300+ earnings calls using its preconfigured Earnings Call Workflow.
With its infinite effective context window, Matrix processed all transcripts in parallel, deriving 12,000+ unique insights in seconds.
It then filtered results by CIGS industry groups and identified companies that mentioned DeepSeek.
2. Go Deep
Matrix goes beyond summaries to provide actionable insights that are about the data, not just in the data.
It analyzed sentiment around DeepSeek mentions for every company, highlighting key quotes as supporting evidence.
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