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The President’s Inbox

DeepSeek Upends AI Competition, With Adam Segal

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.
32:58

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • DeepSeek's AI program challenges the U.S.'s perceived dominance in AI development, prompting reassessment of national security policies and competitiveness.
  • The complex investment landscape surrounding DeepSeek underscores the necessity of understanding actual costs and methodologies in evaluating AI capabilities.

Deep dives

The Impact of DeepSeek's AI Model

The release of DeepSeek's artificial intelligence program has significantly challenged previous assumptions about AI development, particularly regarding the competitive landscape between the U.S. and China. Initially, the prevailing belief was that the U.S. had a substantial technological lead in large language models and machine learning due to its superior chips and high investment costs. However, DeepSeek's competitive reasoning model suggests that advancements can be achieved more economically than previously thought, prompting concerns about U.S. dominance in the AI race. This shift in perspective raises questions about the sustainability of America's technological edge and the long-term implications for global AI development.

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