Andrew Yang Podcast Nvidia’s HISTORIC Crash: How DeepSeek SHOOK the Global Tech Market!
10 snips
Feb 17, 2025 Journalist Jo Ling Kent, a senior business and technology correspondent for CBS News, joins the conversation to dissect the groundbreaking AI model DeepSeek from China, which poses a serious challenge to U.S. tech dominance. They discuss the ethical concerns surrounding data usage in AI, the implications on global tech competition, and how DeepSeek’s cost-efficient capabilities lead to market shifts, including Nvidia's stock drop. Kent highlights the growing anxiety over data privacy and the contrasting strategies of U.S. and Chinese approaches to AI development.
AI Snips
Chapters
Transcript
Episode notes
DeepSeek's Impact
- DeepSeek, a Chinese AI, challenged US tech dominance with its cost-efficiency and strong performance.
- This triggered a historic stock drop for Nvidia, raising concerns about the future of US tech.
The AI Moat
- DeepSeek's lower development costs suggest that the "moat" around US AI companies may be less defensible.
- This raises questions about the substantial investments made by US tech companies in AI infrastructure.
Data and Distillation
- OpenAI's extensive training data, including copyrighted material, raises legal and ethical questions.
- DeepSeek's distillation method circumvents the need for such large datasets, potentially disrupting the industry.