DeepSeek threatens to disrupt the AI sector in a similar fashion to the way Chinese companies have already upended industries such as EVs and mining.
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The Lede
A Chinese startup's launch of a ChatGPT rival has startled tech gurus, stunned investors, and stupefied geopolitical commentators. But DeepSeek's upheaval of the AI race shouldn't surprise anyone familiar with China's disruption playbook.
Key Details
- DeepSeek released two AI models comparable to the available US ones, saying it spent less than $6 million on computing power for one, and relied on older Nvidia chips.
- The revelation floored many, especially as the US has restricted exports of powerful AI chips to China on national security grounds.
- DeepSeek also upturned the narrative around the global AI race, as the US lead over China suddenly doesn't look so big. Despite the fanfare, it's worth underscoring some skepticism around DeepSeek's claims.
