Beth Kindig, an I/O Fund Tech analyst, discusses the competition between DeepSeek and Chatgpt to make money.
The release of a new AI model by the artificial intelligence (AI) startup (AI) startup (AI) startup Deepseek is comparable to what was created by the US high -tech company ROILED MARKETS on Monday, and the US company is dominant in AI racing in Chinese rivals. I was concerned that I had lost.
DeepSeek released the R1 AI model last week, but according to the company's official WeChat account, it states that it is 20 to 50 times cheaper than the Chatgpt-Maker Openai O1 model, depending on the task.
Deepseek's AI Assistant has a new Deepseek-V3 model, and has grasped Chatgpt in the top of the Apple App Store. The company was trained with computing power of less than $ 6 million because it was 2,000 NVIDIA H800 chips to achieve performance at the same level as Openai and Meta's most advanced models. I mentioned. The startup also developed an updated image generation model called JANUS-PRO on Monday.
Deepseek has a smaller, less capable chips, and a low cost than the US rivals to AI training, and the sale of the market has been reported, and Chinese companies are American companies' dominance. Discussions on whether or not was improved. AI race.
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Deepseek's AI chatbot has blocked a critical question to the Chinese Communist Party, and a FOX business review has been found. (Photo illustration by Justin Salivan /Getty Images /Getty Image)
“Deep Shek R1 is the moment of AI's SPUTNIK,” said Mark andrisen, a co -founder and general partner of Venture Capital Companies, General Partner. 。
Jack Clark, a co -founder of mankind, has a western AI company in China because his “R1”, written in his “Import AI” newsletter, is widely matched by O1 model of OPENAI in various reasoning tasks. It is important to challenge the concept of acquiring a more important lead than a company. “
I believe that the number of high -tex cectors in AI space and some of the investors will indicate that Deepseek's AI Competition will come, but others will bring a wide range of challenges to the US technical industry. I'm not convinced.
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China's AI Startup DeepSeek has expanded the market with a new AI model release. (Getty Image /Getty Image)
Dan IVES, a manager of Wedbush Security and Global Technology Research, has been clearly impressed by DeepSeek's LLM, but should be considered a more competent company like NVIDIA. Not that, but I wrote it on Monday with an investor's memo. stage.
“The US Global 2000 does not release AI infrastructure and use case using Deepseek, a new company in China,” says IVES. “At the end of the day, there is only one chip company in the world that launches autonomous, robot engineering, and a wider AI use case, which is NVIDIA. Standing up is one thing … Standing a wider AI infrastructure will make us different in other ball games and Deepseek.
Ibus is watching the sale of a high -tech accessor that has spurred the advent of DeepSeek as an opportunity to invest in technology companies working in the AI field.
“These are just the opportunity to own NVIDIA, Microsoft, Alphabet, Palantir, Salesforce, Amazon, and more wider than today's major pressure,” he wrote on Monday. Ta. “DeepSeek impressed the technology community in this LLM model, but this is to launch the capacity/algorithm required to consider this as a competitive threat in our views 100 times. there is no.”
Chinese App Deepseek Hammers U.S. stock with low stock AI model
Deepseek's AI Assistant broke through Openai's Chatgpt in the Apple App Store. (Photo alliance by Christoph Dernbach / Getty Images / Getty Images)
Mark Malek, Siebert's CIO, states that Openai's ChatGpt and other models have a huge ability in natural language processing, and DeepSeek is created like tasks.
Malek asked in his memo: “Who was the challenge of going out of Deepseek this weekend? It is Hypers Color, Data Security Company, Network Equipment Maker, Chip Maker, IC Design Software Provider, AI users, etc. Is it?
“No, the notification is an AI model such as Openai, Google Deepmind, Anthropic (Claude), and Meta's LLAMA,” he said. “Here, keep in mind that it is a software company with a huge amount of resources that reflects the current research status.”
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“Did DeepSeek look for AI more efficient processing models? Maybe you can rely on your incumbent to adopt a new technique that you found, regardless of who found it. Malek is the basics of a rich market. ” 。
