The podcast discusses the rise of China's DeepSeek AI model and its impact on the global tech scene. It examines how DeepSeek's cost-effective training disrupted the stock market, leading to a dip in NVIDIA's shares. The hosts explore the biases and credibility concerns surrounding DeepSeek and compare it with other AI models like those from OpenAI. They also dive into the complexities of AI logic and biases, raising questions about the future of AI development and the implications of China's advancements in technology.
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insights INSIGHT
DeepSeek's Impact
DeepSeek R1's cost-effective training on less powerful GPUs shook the tech industry.
It sparked concerns about NVIDIA's GPUs necessity and triggered a stock market dip.
insights INSIGHT
AI Infrastructure
Inference compute, not training, drives AI infrastructure investment scaling.
Demand for GPUs will rise even with cheaper training due to increased AI service usage.
insights INSIGHT
Jevons Paradox and AI
Jevons Paradox suggests that increased AI efficiency will paradoxically increase demand.
Cheaper models lower the barrier to entry, prompting more companies to invest in AI and compute.
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Episode 44: How impactful is the debut of China's AI model, DeepSeek, on the global tech landscape? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) unravel everything you need to know about DeepSeek R1 in this episode, where they also dive deep on how it made waves in the stock market and stirred up conversations across the globe.
This episode dissects the recent frenzy surrounding DeepSeek R1, breaking down why its cost-effective training method shook the tech industry and led to a dramatic decrease in NVIDIA's stock price. Matt and Nathan guide you through their firsthand experiences using the model, exploring its biases, and discuss the implications of China's progress in AI. Plus, they speculate on what this could mean for the future of AI development as other major players strive to keep up.
Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd
The Next Wave is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Darren Clarke // Editing by Ezra Bakker Trupiano
The Next Wave - AI and The Future of Technology