Sharp Tech with Ben Thompson The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
131 snips
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.
AI Snips
Chapters
Transcript
Episode notes
Moneyball Analogy
- DeepSeek's efficiency innovations benefit the entire AI industry.
- Larger tech companies will likely adopt these tactics with greater resources.
Amodei's Take
- Anthropic's CEO, Dario Amodei, acknowledged DeepSeek's cost reductions and similar capabilities.
- He also noted that DeepSeek's use of distillation is a common practice.
Distillation Inevitability
- Distillation, while beneficial for efficiency, is a fact of life in AI.
- It's difficult to prevent and is driven by the need for economic viability.