EPISODE · Jan 31, 2025 · 15 MIN
DeepDive on DeepSeek and Beyond - Another Rapid Rundown
from Bedell Frazier Investment Counselling
The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders. DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears that China has gained on America’s AI advantage. What’s more, DeepSeek’s LLMs were created despite US aggressive export controls designed to limit China’s access to the advanced semiconductor chips that are believed to be required for AI work. Then there’s this: It’s doing it at a fraction of the cost. Simply put, DeepSeek claims to be 97% cheaper and actually performs on par with ChatGPT, Gemini, Meta AI and Claude...
What this episode covers
The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders. DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears that China has gained on America’s AI advantage. What’s more, DeepSeek’s LLMs were created despite US aggressive export controls designed to limit China’s access to the advanced semiconductor chips that are believed to be required for AI work. Then there...
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DeepDive on DeepSeek and Beyond - Another Rapid Rundown
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