It was the shock heard around the world until it wasn’t. 

DeepSeek’s arrival hit the market, especially tech stocks, hard and fast. Things eventually stabilized before turning catastrophic, but the episode provided a valuable lesson for investors on the risks that come from a market so heavily focused on one theme. 

Business Insider’s Matthew Fox unpacked the DeepSeek crash by looking at five investing lessons learned from the saga. His findings include everything from understanding the different layers of AI to the considerations that need to be made for cheap AI’s impact on the bond market (Hint: It’s a good thing.)

It’s an interesting and useful exercise considering there’s likely more volatility ahead due to the market’s structure: a handful of stocks at record valuations all focused on the same thing dictating where the rest of the market goes. 

For some, DeepSeek was the first break in the AI-built dam. “You have a small little chip on the glass. Now they realize, oh, it's not infallible. Maybe I should revise," “Black Swan” author Nassim Taleb said last week.

Others are much less bearish, feeling it was more a product of investors rethinking the already sky-high valuations in the tech sector. 

Regardless of where you fall on the AI-belief spectrum, it’s not something you can ignore as an investor. With seemingly everyone talking about how the tech will impact their industry, failure to acknowledge feels akin to investing negligence.

So, the key lesson from DeepSeek might be that, for better or for worse, AI rules the roost.