Sharp Tech with Ben Thompson
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
Jan 30, 2025
In a lively exchange, the hosts compare DeepSeek's AI tactics to the Oakland A's Moneyball strategy, discussing its impact on tech giants and stock markets. They dive into the nuances of AI cost management and the geopolitical stakes surrounding China's advancements. The conversation meanders through the evolution of tech performance, highlighting the importance of constraints in driving innovation. They also examine the complex landscape of AI chip supply and its implications for U.S. governance, alongside a humorous look at the shift from combustion engines to electric vehicles.
01:15:59
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Quick takeaways
- DeepSeek's efficiency-driven approach mirrors the Moneyball strategy, demonstrating the competitive edge that can arise from optimized tactics over resource abundance.
- The podcast highlights how historical delays in technology adoption reflect cultural inertia and industry dominance that slow down the transition from innovation to market products.
Deep dives
DeepSeek's Efficiency and Industry Impact
DeepSeek is compared to the Moneyball Oakland A's for its ability to create efficient tactics that may influence the industry at large. The discussion delves into the implications of tech companies with greater resources leveraging these efficiencies, similar to how the Boston Red Sox adopted strategies from the A's after their success. There's skepticism regarding the belief that more computing power is no longer valuable, acknowledging that deeper inquiries must be made about how and when this computing will be utilized efficiently. This reflection on computing power and efficiency highlights the competitive benefits that can emerge from optimized approaches instead of merely focusing on resources.
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