The President’s Inbox DeepSeek Upends AI Competition, With Adam Segal
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Feb 4, 2025 Adam Segal, Ira A. Lipman chair in emerging technologies and national security at CFR, dives into the shocking advancements of China's DeepSeek AI program. He discusses how this challenges the U.S. narrative of AI supremacy and explores the geopolitical implications of U.S.-China tech competition. Segal contrasts optimism about innovation with concerns over regulatory obstacles and internal challenges in China’s technology ecosystem. The conversation emphasizes the need for strategic policy solutions to ensure U.S. leadership in the evolving AI landscape.
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DeepSeek's Impact
- DeepSeek challenged assumptions about AI development, US-China tech competition, and US policy effectiveness.
- Its competitive reasoning model disrupted conventional wisdom.
Shift in AI Landscape
- At the end of 2024, the US was perceived as leading the AI race due to resources like compute power and data sets.
- DeepSeek's emergence challenged this perception, raising concerns about the US's position.
DeepSeek's Development Cost
- DeepSeek initially claimed to have trained its model for $6 million, significantly less than US counterparts.
- Later analysis revealed the actual cost was closer to $1.3 billion, still less but not as groundbreaking.