The Vergecast How DeepSeek crashed the AI party
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Jan 31, 2025 This week, the conversation dives into the surprising rise of DeepSeek, an AI that rattled Silicon Valley and the stock market. The hosts debate potential killer apps for AI and examine how people are actually using these technologies in their daily lives. Humor contrasts with serious discussions about the challenges in AI copyright and trustworthiness. The lightning round covers topics like the unexpected comeback of the Pebble smartwatch and Meta's financial maneuvers, all served with wit and insight.
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AI Bubble
- DeepSeek's success highlights the potential over-investment and hype in AI.
- The market overreacted to DeepSeek, demonstrating a bubble-like behavior.
AI's Bluetooth Moment
- Nilay Patel compares the current state of AI to the early days of Bluetooth.
- Initial hype and investment often outpace the development of practical applications.
DeepSeek's Impact on AI Investment
- DeepSeek demonstrates that massive upfront investment in AI may not be necessary.
- Meta's spending on GPUs might be wasteful given DeepSeek's cheaper approach.