The Intellectual Investor – Value Investing by Vitaliy Katsenelson DeepSeek Breaks the AI Paradigm – Ep 246
Feb 20, 2025
Discover how AI is transforming programming and investment, empowering everyday coders and reshaping talent standards. Explore the groundbreaking developments by DeepSeek, a Chinese startup, and their low-cost competitive large language model. Delve into the disruptive potential of DeepSeek's strategies, which enhance AI efficiency on older hardware and challenge the tech giant NVIDIA. Listen for unique parallels drawn with competitive hot dog eating, illustrating the dynamic shifts ahead in the AI landscape.
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DeepSeek's Efficiency
- DeepSeek, a Chinese startup, built a large language model (LLM) rivaling top AIs.
- Surprisingly, they achieved this with significantly less funding than US counterparts.
Disrupting AI Development
- DeepSeek reportedly trained its LLM for $5.6 million, compared to hundreds of millions spent by US companies.
- They achieved this using older chips and less computing power, suggesting a focus on efficient model design.
Hot Dog Contest Analogy
- Vitaliy Katsenelson uses the Nathan's Hot Dog Eating Contest to illustrate paradigm shifts.
- Takeru Kobayashi revolutionized the contest with his unique technique, similar to how DeepSeek is changing AI.
