The AI Policy Podcast DeepSeek Deep Dive
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Jan 29, 2025 The conversation dives into the origins of the intriguing Chinese AI company DeepSeek and its groundbreaking DeepSeek R1 model. The hosts analyze the intense U.S.-China competition ignited by this release and its significant impact on the U.S. stock market. They discuss allegations of intellectual property theft and its implications for the AI sector. The episode also covers how U.S. firms are strategizing in response to DeepSeek's innovations, emphasizing the evolving dynamics of the global AI landscape.
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DeepSeek's Origins
- DeepSeek, relatively unknown, is owned by High Flyer Capital Management, a quantitative trading firm.
- They transitioned from high-frequency trading algorithms to frontier AI model research and are now considered the top AI shop in China.
Data Harvesting and Innovation
- DeepSeek likely harvested training data from ChatGPT by interacting with its API on a massive scale, possibly violating terms of service.
- While this might involve copying, DeepSeek's technical papers also reveal significant indigenous innovation.
AI Development and Copying
- The worst-case scenario is that AI model development resembles pharmaceutical discovery, where copying negates R&D investment.
- This raises concerns about massive AI infrastructure investments if China can copy the resulting models and offer them globally for free.