Squawk Pod A DeepSeek Breakthrough and TikTok’s Future 1/27/25
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Jan 27, 2025 John Stankey, CEO of AT&T, shares insights on the fast-paced evolution of telecommunications and the impact of emerging AI technologies, notably the rise of the Chinese startup DeepSeek. Patrick McHenry, former U.S. Congressman, discusses pressing national security concerns regarding technology and the future of TikTok amidst U.S.-China tensions. They explore the complexities of competition in the AI landscape and the strategic adaptations needed for both corporations and government policies in this rapidly changing environment.
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DeepSeek Disrupts AI Landscape
- DeepSeek, a Chinese AI startup, has disrupted the AI industry with its efficient large language model.
- This model outperforms OpenAI's ChatGPT and runs on less advanced chips, causing a market sell-off.
DeepSeek's Performance
- Andrew Ross Sorkin experimented with DeepSeek and found it faster and more human-like than other AI models.
- The improved reasoning abilities of DeepSeek were shocking and even scary.
Sputnik Moment for AI
- Marc Andreessen compared DeepSeek's emergence to the Sputnik moment, highlighting China's growing influence in AI.
- This raises concerns about American dominance in the field and the implications of China's open-sourcing approach.