In the latest episode of Beckonomics, Victor and Hunter discuss the emergence of DeepSeek AI, a new AI chatbot from a small Chinese company that has caused a stir in the tech industry. They delve into the capabilities of DeepSeek AI, which is claimed to be trained at a fraction of the cost of major AI models like ChatGPT, and explore the potential implications for investors and the broader AI market.
Victor and Hunter examine the open-source nature of DeepSeek AI, which sets it apart from the closed-source models of tech giants. They analyze the legitimacy of DeepSeek AI's training methods, raising concerns about potential copyright infringement. They also discuss the regulatory and legal challenges that may arise from the international nature of the company.
Furthermore, Victor and Hunter consider the impact of DeepSeek AI on the AI value chain, including the semiconductor and data center industries. They explore the potential for the commoditization of large language models and the strategies companies may adopt to protect their intellectual property.
The episode concludes with a forward-looking perspective, highlighting the ongoing evolution of the AI industry and the need for companies to adapt their strategies to the changing landscape.
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