DeepSeek: Hype and Reality

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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.richardhanania.com/subscribe