The high -tech world is a revelation that this week, a newcomer, DeepSeek, developed an advanced AI model that requires millions of people, not millions of development costs, rather than millions of development costs. As a result, I experienced a morning call. Despite DeepSeek's security and concerns about it Probably copied rival ChatgptThis news loses more than $ 1 trillion in total market value, including nearly $ 600 billion, including CHIP KING NVIDIA alone due to the involvement of AI leaders.
Deepseek News has also raised the possibility that the existing models of AI investment and development are ready to reconsider.
Certainly, it is not a fortress of small destroyers and entrepreneurs, but most of the AI funds come from high -tech companies such as Microsoft, Alphabet, and Meta. it is”TechnologyFormer President Joe Biden warned last week in his parting speech. He was dominated by an emerging OLI head, who believed that he had grown strongly enough to threaten the basic institution and probably threatening democracy itself.
Today's Internet is dominated by huge technology companies such as Google, Facebook, Apple, Microsoft, and Amazon. Overall, these digital konglomarits are worth $ 12 trillion, dominating the US stock market and acquiring a monicar called “magnificent Seven”.
And despite DeepSeek's threatening of their rule, “The Magnification SEVEN” bet on many of their property in AI. Do you need to worry?
“If Big Technology continues to dominate the AI era, we will take risks [cultivating a culture] TOM Serres, a co -founder of Nautilus Asset Management, states that the user is a product and the most valuable product.
AI may seem to be at the forefront of innovation and opportunities, but it is mainly funded by a nationwide investment from a giant of legacy technology. Recently Microsoft announcement Beyond the entire British defense budget, it will spend $ 80 billion in the AI Data Center this year. He also invested billions of Chatgpt manufacturers Openai.
Google, Demis Hassabis, a CEO of Google's AI -centered DeepMind section I said The company spends more than $ 100 billion to develop AI technology. Amazon is developing its own AI chip Have He has already invested $ 8 billion in ChatGpt's competitors and focused billions of buildings on their own data centers.
Recently Facebook owner meta projection You will invest $ 35 to $ 40 billion in AI and its Metaverse Arm Reality Lab.
I saw that Apple's expenditure was acquired Darwinai,, WaveoneAnd dozens of other companies in the past few years. Tesla's CEO, Elon Musk, I said A company that does not spend at least $ 10 billion in AI like Tesla cannot compete.
Big Technology has been further supported by the new Trump administration, which has announced the $ 500 billion AI “MOONSHOT” Initiative backed by some of these companies.
Only the government can approach the large -scale big technology. A rich wisdom has joined the party from Saudi Arabia and Gulf countries, Cultivate billions in famous AI trading。
If these companies can purchase all major hardware, clean the best people with a vacuum cleaner, use the market positions of search, social media, e -commerce, and robot engineering to cross -cells. Can others compete?
Probably, an emerging company backed by a flashy Beijing like Deepseek, but there are only a lot of flashy emerging companies.
Perhaps the western government should enact new regulations to keep a high -tech giant. However, government intervention alone does not solve the problem of technology rule, but even worse. For example, a culture of new laws with the “AI safety” can make Washington an increase in legal and regulated burden, making it difficult for small and medium -sized enterprises to compete.
AI requires these small and medium -sized businesses to evolve into large companies to promote a continuous innovation cycle. Don't forget: “Large companies that think that we have a great advantage in the age of AI, it was not long before we undertaken the current workers of that era.” Douglas Heinzmann, Chief Catalist, says. -tank. By making a lot of investment in AI today, companies like Meta and Microsoft are actually reducing barriers to competing and promoting future innovation.
According to Serres of Nautilus Asset Management, Big Tech has greatly controlled AI investment because the AI models required for building AI models, such as Chatgpt, are traditionally rare and expensive. But the lead that looks like that is an illusion. After all, DeepSeek is said to have been trained and constructed with only $ 6 million investments, and is far from billions of dollars required to achieve Chatgpt from Openai or beyond that. Masu. The DeepSeek model is open source. In other words, anyone can audit the code and build it on it.
High -tech entrepreneurs and venture capitalists praise Deepseek, warning that China has been far more advanced than he had expected in AI. Legendary venture capitalist Mark Andrisen explained the arrival of Deep Shek as the AI's “SPUTNIK moment.”
Release causes tremors in the whole big technology. Due to DeepSeek's debut, AI CHIPMAKER NVIDIA's stock has crashed more than 15 % in one transaction date. Analysts are wondering if Big Tech is spending money on AI, but also throwing money without understanding it at a deeper level.
Joseph Geraci, the founder of Netramark and both Netramark's chief strategy and technology officer, added that “currently dominant AI cannot be trained on consumer -level computers.” DeepSeek's showstopper's announcement proves that Deep AI work can be executed with much less devices and economic expenditures.
Darwin.ai's CEO Sheldon Fernandez states that “AI can be used as an alternative to human creativity and logical inference,” he raised both risks and opportunities in many occupations, and a new door to the founder of emerging companies. Open. Mark Zuckerberg Recently acknowledgedIt is said that AI works like a “medium -level” software engineer.
How long it is until they can perform more than the best performance? surely, Recent reports Openai is working on AI “Agent” with PHD -level intelligence. Openai's CEO, Sam Altman, once said that AI processed many workloads, such as Finance, Marketing, and Logistics, and enabled the first “$ 1 billion company”.
In addition, thanks to AI, entrepreneurs may not even have to know how to coding. Your AI “Programmer” can do it for you as the industry will be “lower”[s] Heinzmann says, “a barrier to value creation. All of these needs a huge amount of investment, but with the arrival of DeepSeek, the industry's financing model may be ready to reconsider.
Startups can also be successful by creating new applications by using specialization and technologies built by others. Darwin's Fernandez says the best new startup “training and enhances the core model in a very specific and technical way to achieve the goal.”
As a result, it becomes AI startups of legal, engineering, construction, and other countless industries. This is to build other people's technology by building other people's technology by building an AI model or cloud based on someone else's technology. You can see it.
However, the technology behind Bitcoin, called BlockChain, promises to completely shake the Big Tech platform investment economy. In fact, it is often a combination or convergence of two or more technologies that have the biggest impact, and will hit the investment. Consider how wireless networks, GPS and smartphones have led to mobile apps, location -based services, etc. Today, it may be AI and encryption.
This is played in several ways. The most important thing is that Crypto allows users to pool the computer together so that they can generally use computers as “distributed clouds” that can compete with concentrated systems such as Microsoft Azure and Amazon Web services. This reduces access and costs for developers who want to train and execute AI models. New and cheaper AI models cannot open bank accounts, so increase the number of AI agents that need to transaction using Crypto.
The technology industry is in a certain state of recurrence. Crunky MainFrame Computers was replaced by a PC that led the Internet age and mobile Web.
Today, AI shakes the window and rattles the walls of incumbent technology companies. It is still unknown whether DeepSeek will be a company that overturns the current situation with low -cost development and investment models.
After all, DeepSeek is small, but China is behind. This is both benefits and blessings.
As said by Financial Columnist Charles Gasparino this week, “I am skeptical of the Deep Shek's threat. I don't say that's the base, but what I come out of China. I don't trust it.
Alex Tapscott is the author “Web3: The next economic and cultural frontier charts of the Internet” Digital Asset Group Managing Director, NinePoint Partners LP
