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The Bunker

DeepSeek – How China’s A.I. surprise stunned Silicon Valley

Feb 4, 2025
Karen Hao, an award-winning tech journalist and AI expert, dives into the surprising emergence of China's DeepSeek, an AI model that has disrupted Silicon Valley. They discuss how DeepSeek's innovative and cost-effective training methods threaten established players like OpenAI. Karen highlights the implications of making AI accessible and the need for ethical practices in this rapidly shifting landscape. The conversation also touches on resource consumption in AI development and the evolving dynamics of investment in technology.
37:13

Episode guests

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Quick takeaways

  • DeepSeek's unexpected rise has disrupted the AI landscape, challenging the dominance of established U.S. firms and raising sustainability concerns.
  • The innovative, cost-effective approach of DeepSeek exemplifies the potential for accessible AI development, questioning traditional funding models and resource allocation in tech.

Deep dives

The Rise of DeepSeek's Generative AI Model

The recent unveiling of DeepSeek's R1 generative AI model via a free application has shaken the tech industry, drawing comparisons to a significant moment in history akin to Russia's launch of Sputnik. This new model quickly gained popularity on app stores, and its successful reception has led to substantial losses for established companies like NVIDIA, highlighting a dramatic shift within the AI landscape. Unlike proprietary models offered by companies like OpenAI, the DeepSeek model is publicly accessible and open-source, allowing users greater control over their data and interactions. This fundamental change disrupts existing business models, posing a significant threat to companies that previously dominated the market.

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