Bloomberg Businessweek Deepseek Offers Lower-Cost AI Model
Jan 27, 2025
Max Chafkin, a Bloomberg Businessweek columnist, dives into Elon's rivalries and the Stargate project. Ian Wyatt examines the upcoming Fed meeting and its potential impact on the economy. Suzanne Dann, CEO at Wipro, discusses how various industries are ramping up AI adoption. Aaron Kennon, CEO of Clear Harbor Asset Management, shares insights on market reactions to Deepseek's cost-effective AI model. The conversation highlights Deepseek's influence on established players like NVIDIA and the evolving landscape of AI technology.
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DeepSeek's Disruptive Model
- DeepSeek's AI model offers comparable performance to top chatbots at a fraction of the cost.
- This raises questions about the efficiency of current AI hardware usage and valuations of U.S. tech companies.
DeepSeek's Training Strategy
- DeepSeek leverages the output of existing models like OpenAI, Anthropic, and Llama to train its own.
- This efficient approach allows DeepSeek to avoid training a model from scratch, potentially challenging the value of open-sourcing.
Efficiency over First-Mover Advantage
- DeepSeek's success isn't about being first but about being better and more efficient with resources.
- This approach challenges the traditional first-mover advantage seen in tech.