The ChatGPT Report 125 - DeepSeek for Idiots 101
Jan 30, 2025
A new Chinese AI model, DeepSeek, is shaking up the tech world by outperforming established players like OpenAI—all at a remarkably low cost. Yet, questions arise about its funding and potential government ties. While investors ponder its implications, DeepSeek's chatbot struggles with accuracy, causing skepticism. The competitive landscape heats up with rivals like Alibaba entering the fray, and accusations of model misuse add to the drama. Is this the next big thing in AI or just another hype bubble?
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DeepSeek's Challenge
- DeepSeek, a Chinese AI model, is challenging OpenAI, Claude, and Gemini.
- It's causing concern because it reportedly performs well on cheaper hardware.
NVIDIA's Vulnerability
- DeepSeek's potential to disrupt NVIDIA's near-monopoly on AI training GPUs is significant.
- This is because DeepSeek claims to achieve high performance with cheaper hardware.
Market Reactions and Conspiracy Theories
- NVIDIA's stock dropped 17% after the DeepSeek news, while Apple's remained stable.
- This sparked speculation about DeepSeek being a potential market manipulation tactic.