Equity DeepSeek: separating fact from hype
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Feb 1, 2025 
In this engaging discussion, Jan Stoica, a Professor at UC Berkeley and co-founder of Databricks, dives into the emergence of DeepSeek, a Chinese AI lab making waves in the tech world. He argues that the future of AI hinges on open-source collaboration. The conversation touches on Microsoft's Azure hosting DeepSeek, the controversial use of OpenAI's models, and how cost efficiency in chip manufacturing is reshaping AI demand. Stoica also emphasizes the geopolitical stakes, urging the U.S. to enhance innovation through openness and investment.
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DeepSeek's Impact
- DeepSeek's models perform similarly to top proprietary models, are efficient, and open-source.
- This accelerates AI model evolution by combining existing techniques effectively.
Cost Reduction and Demand
- Lower AI model costs increase demand and enterprise adoption.
- OpenAI's cost reductions and revenue explosion exemplify this.
Open-Sourcing AI
- Double down on open-sourcing the entire AI training pipeline.
- This includes data, code, weights, and evaluation to maximize talent and accelerate innovation.