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This Day in AI Podcast
EP91: Is Deepseek R1 a Sputnik Moment? Farewell to o1 & Throw Away AI Software
Jan 31, 2025
Dive into the discussion on whether Deepseek R1 marks a groundbreaking shift in AI technology. The hosts analyze the competitive landscape as they bid farewell to O1, exploring its legacy and impact. Discover how the rise of throwaway software is reshaping customization in the AI space, alongside the importance of user-friendly designs. The episode contrasts open-source vs. proprietary models, emphasizing how flexibility often trumps sheer power, while highlighting the evolving role of AI in driving future innovations.
01:25:34
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Quick takeaways
- DeepSeek's introduction has dramatically impacted stock prices of major companies, highlighting the market's reaction to innovative AI models.
- The open-source approach of DeepSeek fosters transparency and customization, contrasting with the more restrictive models offered by OpenAI.
Deep dives
DeepSeek's Impact on NVIDIA and OpenAI's Stock
DeepSeek's introduction has caused significant turbulence in the stock prices of NVIDIA and OpenAI. The day after DeepSeek's news broke, NVIDIA's stock fell 17%, prompting investors to sell off shares in a panic over AI inference's reliance on GPUs. This shift in market sentiment indicates that many believe DeepSeek’s model is not only cheaper and faster than OpenAI's offerings but also omits the need for traditional GPU support. As discussions grow around the potential implications for established companies like OpenAI, the competitive landscape is being reshaped in real-time.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode