The Cerebral Valley Podcast The DeepSeek Fire Drill
Jan 31, 2025
Discover how the Chinese AI company DeepSeek is shaking up the tech market and impacting Western companies, notably NVIDIA. The discussion reveals insights into the AI industry's competitive dynamics, with a shift from foundational models to application-based strategies. Venture capital trends post-2021 raise concerns about startup valuations and liquidity. Plus, there's excitement surrounding Eleven Labs' $180 million funding and a look ahead at emerging players in the Voice AI space.
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DeepSeek's Impact
- DeepSeek's emergence suggests increased competition and faster AI development.
- Open-source models are increasingly important, challenging US tech dominance.
Value of AI Applications
- The value in AI may lie in applications, not just foundation models.
- OpenAI's potential large funding round suggests continued investor interest in AI.
DeepSeek's Resources
- DeepSeek's access to resources and true intentions remain unclear.
- Reproducing DeepSeek's model appears cost-effective, but initial investment is unknown.