On Monday, China’s AI startup Deepseek has won the most downloaded free app in the United States. apologizeIn the App Store, I overpowered the CHATGPT for AI Assistant of DeepSeek. Global technology stocks have sold and have reached the speed of sweeping the market cap of billions of dollars.
Technical leaders, analysts, investors, and developers say that the fear of overlooking overdue and constantly changing AI over advertising cycles can be justified. This is especially true in the era of the competitive AI armed competition, which is competing to keep up with a market, which is expected to surpass $ 1 trillion within 10 years.
What is DeepSeek?
DeepSeek was founded in 2023 by Liang Wenfeng, co-founder of high-contryer, a quant hedge fund that focused on AI. AI startups were known to have grown in the AI ​​research department of hedge funds in April 2023, focusing on large -scale language models and reaching artificial intelligence (AGI). AGI says that Openai is rapidly pursuing in a wide range of work to AI fields that are the same as human intelligence or surpassed. According to JEFERIES analysts, DeepSeek still owns full and funds by High-Flyer.
Rumors of DeepSeek began to get hotter as startups launched R1, a reasoning model that competes with Openai’s O1 early this month. It is open source, so it can be used by all AI developers, and the user praised the performance and reasoning function, ranking at the top of the App Store and the industry leaderboard.
Like other Chinese chatbots, there is a restriction when asked about a specific topic. For example, when asked about Chinese leader Xi Jinping’s policy, Deepseek is known to induce users from asking similar questions.
Another core part of the discussion: DEEPSEEK’s R1 was produced despite the fact that the United States suppressed chip exports to China three times in three years. The estimates vary depending on how much R1 costs the Deepseek is or how many GPUs are in. Jefferies analysts estimate that the latest version of education costs is only $ 5.6 million ($ 2/h800 hours of renting). This is less than 10% of the cost of education. Meta‘Llama. “But in the report, this model is openai, anthropic, in the report. Google And others.
As a result, there are many questions in the AI ​​sector, such as astronomical financing, which is increasing in the industry, and whether billions of dollars of value are required, and whether the bubbles will soon burst.
stock NVIDIA 11% drop with chipmaker ASML It has fallen more than 6%. Nasdaq has fallen more than 2%, and four large technology companies — Meta, Microsoft, apologize Both ASML and ASML will report revenue this week.
The analysts of Raymond James explain some of the questions that harass the AI ​​industry this month, saying, “What is the impact on investment? What do you mean about open source and monopoly models? Is there an export restriction in the United States? (DeepSeek) What is the wider meaning of? Well, it may be terrible or not an event, but the industry is noisy with distrust and speculation. “
Bernstein analysts said in a Monday memo, according to the many (sometimes hysterical) hot take, which means ‘really interesting’ to ‘this is the end of the AI ​​infrastructure complex’. As you know. “
How are American companies responding?
Some US CEOs are trying to cope with customers to convert to potentially cheaper products from Deepseek, and META is known to have started four “exhibition rooms” related to DeepSeek in the AI ​​department.
Microsoft CEO Satya Nadella wrote that the deepSeek phenomenon in X was only an example of the Jevons paradox. “As AI becomes more efficient and accessible, the use of AI will soar and we will see a product that we cannot get enough.” Openai CEO Sam Altman quoted Napoleon’s words and wrote, “Revolution cannot be achieved or stop. The only thing I can do is that one of the children of the revolution wins and offer directions.” .
Yann Lecun, the chief AI scientist of Meta, wrote that the success of DeepSeek in LinkedIn means that the flow of the AI ​​sector is changing in the preference for open source technology.
LECUN gained profits from some of META’s own skills (e.g. llama model), and the startup said, “We have put new ideas and built them on others’ work. This is the power of public research and open source. “
Alexandr Wang, the CEO of Scale AI, said last week that the last AI model of DeepSeek was “supercondent” and the R1 release was much more powerful.
“What we found is that DeepSeek is the best performance or roughly equal to the best model in the United States,” Wang added. The AI ​​competition between the United States and China is “AI war.” WANG’s company provides educational data to major AI players, including Openai, Google and META.
Earlier this week, President Donald Trump announced a joint venture with Openai, Oracle, and Softbank to invest billions of dollars in the US AI infrastructure. The project, Stargate, was unveiled by President Trump, Son Jung’s Softbank CEO, Oracle co -founder Larry Ellison, and Open AI CEO Sam Altman. Major initial technology partners include Microsoft, NVIDIA, Oracle, as well as ARM, a semiconductor company. They said they would invest $ 100 billion to start and invest $ 500 billion in the next four years.
Evolving
The news about DeepSeek’s excellence comes from over -advertising on the AI ​​Agent, which is chased by both giant technology companies and startups (a model that completes multi -level complex tasks for users beyond the chatbot). Meta, Google, Amazon, Microsoft, Openai and Anthropic all expressed their goals of agent AI.
Amazon Support AI Startup Anthropic, founded by former Openai research officers, has strengthened its technology for the past year, and in October, the AI ​​Agent can complete complex tasks using computers like humans. Through Anthropic’s computer use features, the technology can interpret the contents of the computer screen, select a button, enter text, search for websites, and run all software and real -time internet search, startups said .
Jared Kaplan, the chief scientific officer of Anthropic, said in an interview with CNBC in an interview at the time, “You can use your computer in the same way as we use.” He said he could perform “dozens or hundreds of steps.”
Openai launched a similar tool last week, introducing an Operator feature that automates tasks such as holiday plans, form writing, restaurant reservation and grocery order.
that Microsoft-Backed STARTUP explained that it was “an agent that can be connected to the web and performed,” and added that it has been trained to interact with “buttons, menus and text fields that people use every day” on the web. You can also ask subsequent questions to further personalize the completed tasks, such as login information on other websites. Users can control the screen at any time.
