Asianometry DeepSeek’s Lessons for Chinese AI
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Feb 6, 2025 Discover the rise of DeepSeek and its groundbreaking advancements in AI, including the efficient V3 model and the innovative R1 reasoning model. Explore how DeepSeek's unique strategies tackle challenges in the Chinese AI landscape while optimizing resources. Learn about the team's dynamic philosophy that fosters creativity and long-term thinking, setting them apart from other tech giants. The podcast also touches on the financial implications of these advancements, highlighting the contrasting operational costs in the sector.
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Market Frenzy After R1 Release
- DeepSeek's R1 release triggered a market frenzy, causing a trillion-dollar loss in market value.
- Nvidia suffered the largest single-day loss in history, shedding $600 billion and 17% of its value.
DeepSeek's Innovations
- DeepSeek uses innovative techniques, including distillation from larger models like GPT-4, to achieve efficiency.
- They also employ 8-bit floating point numbers and a mixture of experts structure.
Innovation Driven by Restrictions
- Many of DeepSeek's innovations stem from limitations imposed by Nvidia's China-specific hardware.
- This demonstrates the "terror case" where restrictions spurred Chinese innovation.