

EP21. On DeepSeek - Baiguan X Pekingnology, with Johnny Zou
8 snips Jan 28, 2025
In this engaging discussion, venture capitalist Johnny Zou shares insights on DeepSeek, a controversial AI venture gaining traction in China. He touches on whether it signals a strategic move against the U.S. and the extent of Beijing’s influence. Johnny delves into the technology competition landscape and examines investment strategies in this rapidly evolving sector. He also speaks on the implications of quantitative trading in China’s stock market, followed by challenges of censorship in AI development. A fascinating exploration of tech and geopolitics!
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DeepSeek's Origins
- DeepSeek is a private quant trading firm spin-off, not a state-backed project.
- Its AI advancements are a commercial endeavor, not a geopolitical attack.
DeepSeek's Rise
- DeepSeek's success wasn't surprising, given its presence on competition lists.
- The surprise stems from its relative obscurity compared to other Chinese startups.
US Reaction and Politics
- US reactions to DeepSeek are partly driven by domestic political agendas.
- These include securing government funding and influencing Federal Reserve decisions.