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Big Technology Podcast
DeepSeek Rises, Stargate Drama, OpenAI’s Operator Debuts
Jan 24, 2025
Ranjan Roy, a tech contributor at Margins, joins the discussion to explore the groundbreaking DeepSeek r1 AI model, which promises efficiency and affordability that could upend established American technologies. They weigh the implications of DeepSeek in the U.S.-China AI rivalry and the massive $500 billion Stargate investment by OpenAI and others. The conversation also touches on OpenAI's new Operator tool and the mixed reception around Apple's AI efforts, while TikTok surprisingly remains a player amid the chaos.
57:33
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Quick takeaways
- DeepSeek's emergence as a cost-effective reasoning model challenges existing foundations in the AI landscape, prompting a rethink of massive investments by tech giants.
- The Stargate project led by OpenAI, Oracle, and SoftBank raises questions about the financial feasibility of its ambitious $500 billion AI infrastructure plans.
Deep dives
The Impact of DeepSeek on the AI Industry
A new AI model called DeepSeek, developed by a Chinese startup, offers a more efficient reasoning approach to AI at a fraction of the cost of existing models from major players like OpenAI and Meta. DeepSeek reportedly required only six million dollars in computing power to develop, compared to the billions spent by its competitors, thus raising questions about the current AI funding landscape. The model's integration into chatbot rankings, where it ties for third place with leading models, implies that traditional methods for building AI models are being challenged. This disruptive innovation could shift the industry's focus from larger foundational models to the practical applications built on top of them.
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