Big Technology Podcast DeepSeek Rises, Stargate Drama, OpenAI’s Operator Debuts
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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.
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DeepSeek's Disruption
- DeepSeek, a Chinese startup, built an efficient, cheap reasoning model (R1) rivaling expensive American models.
- This challenges the notion that massive compute is essential for AI leadership.
Product over Model
- DeepSeek's efficiency could shift focus from model size to product development in AI.
- Open-source models like DeepSeek empower startups by offering affordable, high-performing alternatives.
DeepSeek's Origin
- DeepSeek originated from High Flyer, a Chinese quantitative stock trading firm.
- High Flyer's profits funded the acquisition of thousands of NVIDIA chips for model training.