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DeepSeek: China’s AI Disruptor (Part 2)
Please text and tell us what you like
In the second part of our discussion of DeepSeek, we explore the potential investment implications of DeepSeek for U.S. technology companies and the the competitive landscape in AI.
Is DeepSeek really “better” than the models used deployed by U.S. Big Tech? Or are there apples-oranges comparisons at play?
Are DeepSeek’s claims of minimal capital investments accurate? Or do they ignore large undisclosed costs?
How accurate are DeepSeek responses, compared to those of U.S. competitors? Is DeepSeek really a “lite” version of an AI chatbot? Is that really sufficient?
Does DeepSeek really run on fewer, simpler GPUs? If so, what are the implications for all of the investments now being made in data centers and the energy to run them?
Was DeepSeek’s rollout of its R1 model intended to embarrass the Trump Administration after its Stargate AI initiative?
Can we expect more export controls on sale of GPUs to China and a TikTok-style banning of the app?
We discuss these and other issues in this 2-part discussion.
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
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By Steve Davenport, Clement MillerPlease text and tell us what you like
In the second part of our discussion of DeepSeek, we explore the potential investment implications of DeepSeek for U.S. technology companies and the the competitive landscape in AI.
Is DeepSeek really “better” than the models used deployed by U.S. Big Tech? Or are there apples-oranges comparisons at play?
Are DeepSeek’s claims of minimal capital investments accurate? Or do they ignore large undisclosed costs?
How accurate are DeepSeek responses, compared to those of U.S. competitors? Is DeepSeek really a “lite” version of an AI chatbot? Is that really sufficient?
Does DeepSeek really run on fewer, simpler GPUs? If so, what are the implications for all of the investments now being made in data centers and the energy to run them?
Was DeepSeek’s rollout of its R1 model intended to embarrass the Trump Administration after its Stargate AI initiative?
Can we expect more export controls on sale of GPUs to China and a TikTok-style banning of the app?
We discuss these and other issues in this 2-part discussion.
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.