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Transcript

DeepSeek: Hype and Reality

Understanding the recent earthquake in AI development

The stock market was sent reeling today as a result of the release by the Chinese company DeepSeek of an open source AI model that comes close to or matches the performance of American models, but was created for a fraction of the cost. While traditional models have cost in the range of $100 million to $1 billion to produce, the latest application from DeepSeek was reportedly created for under $6 million.

Wanting to know more, I invited Brian Chau on for a livestream to discuss. Some of the questions we cover:

  • What does it mean for a model to be open source?

  • Why would a business release an open source model?

  • Should you sell all your Nvidia stock?

  • How do we know that DeepSeek really cost under $6 million to build?

  • Can its costs be verified?

  • What might the intentions of the Chinese Communist Party be in letting this happen?

  • Will AI take all the jobs?

  • Has Brian’s p(doom) changed at all?

  • When will us writers be replaceable?

  • Has Brian’s vision of a hands off approach to AI regulation won?

  • Did Big Yud go down with the Kamala ship?

As a non-expert, I found it very useful to have an hour in which to pick Brian’s brain. I can’t recommend this conversation enough for those who want to make sense of what has happened in AI over the last few days.

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