The Truth of the Matter DeepSeek Deep Dive
Jan 29, 2025
Gregory C. Allen, Director of the Wadwani AI Center at CSIS and co-host of the AI Policy Podcast, dives into the competitive landscape of artificial intelligence. He discusses the origins of DeepSeek, a rising Chinese AI company, and its new DeepSeek R1 model, which is shaking up U.S.-China relations. The conversation highlights its impact on stock fluctuations, particularly with NVIDIA, and the ethical concerns surrounding intellectual property theft. Allen emphasizes the importance of leadership in the ongoing AI race and how major U.S. tech firms adapt to this evolving landscape.
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DeepSeek's Origins
- DeepSeek, a Chinese AI company, was originally a quantitative trading firm owned by High Flyer Capital Management.
- It has now become a leading AI research company, surpassing established Chinese tech giants.
Data Acquisition and Innovation
- DeepSeek likely accessed ChatGPT's API to gather training data, potentially violating terms of service.
- While this might involve some copying, DeepSeek also demonstrates genuine technological innovation.
Economic Implications of Copying
- The ease of copying AI models raises concerns about the economic viability of large AI investments.
- If models can be easily replicated, it undermines the incentive for costly research and development.
