Equity
DeepSeek: separating fact from hype
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.
25:50
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Quick takeaways
- DeepSeek's innovative use of efficient models and mixture of experts demonstrates significant advancements in AI technology, enhancing performance on benchmarks.
- The rise of open-source AI, exemplified by DeepSeek, emphasizes the need for collaborative development to stimulate innovation and diversify contributions in the field.
Deep dives
DeepSeek's Breakthroughs and Efficiency Gains
DeepSeek has achieved significant breakthroughs in AI modeling, particularly in its performance on benchmarks. Its models have been noted for their efficiency, serving queries with a lower activation rate of neurons, which contrasts with other leading models that operate with around 12.5% to 25% efficiency. The use of a mixture of experts model further enhances its efficiency, as only a fraction of neurons are activated during training. Additionally, by optimizing processes such as using 8-bit training instead of 16-bit and improving communication, DeepSeek has pushed the capabilities of existing techniques, significantly impacting the trajectory of AI model development.
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