In this episode of The ChatGPT Report, Ryan breaks down the buzz around DeepSeek, the Chinese AI model that’s making waves by outperforming OpenAI, Claude, and Gemini—all while running on surprisingly cheap hardware. With speculation around its funding (did it really cost just $6 million?), its impact on Nvidia’s stock, and concerns over U.S. export controls, DeepSeek is shaking up the AI landscape. But is it the real deal, or just a hedge-fund side project with hidden government backing? Ryan explores the implications for AI competition, big tech investments, and the future of language models.

But hold on—just days later, DeepSeek's chatbot flopped in an accuracy test, ranking near the bottom and struggling with false claims. Meanwhile, OpenAI accuses DeepSeek of using its models for training, adding fuel to the fire. With Nvidia’s stock fluctuating and Alibaba launching its own AI competitor, the AI arms race is heating up. Is this the market disruption investors feared, or just another hype cycle? Tune in to get the full breakdown, plus expert takes and links to must-read threads on X.

Gregs Wrapper take

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