The tech battle between China and the U.S. is heating up — one player just showed the world that AI can be done well with a lot less. Tim Beyers and Dylan Lewis discuss the Chinese app that is shaking up the AI landscape — DeepSeek — and how its leaner, less resource-intensive approach will affect artificial intelligence technology, why software prowess and efficiency will be the major themes for AI in 2025, and what to focus on when the affected big tech companies — Apple, Microsoft, Meta, ASML — report earnings this week. Then, 19 minutes in, Senior Fool Analyst David Meier interviews John Zahurancik Fluence Energy’s President of the Americas about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC. Host - Dylan Lewis; Guests - Tim Beyers, David Meier, John Zahurancik