In this engaging discussion, Jan Stoica, a Professor at UC Berkeley and co-founder of Databricks, dives into the emergence of DeepSeek, a Chinese AI lab making waves in the tech world. He argues that the future of AI hinges on open-source collaboration. The conversation touches on Microsoft's Azure hosting DeepSeek, the controversial use of OpenAI's models, and how cost efficiency in chip manufacturing is reshaping AI demand. Stoica also emphasizes the geopolitical stakes, urging the U.S. to enhance innovation through openness and investment.