Last week, the state -owned media paid for Deepseek shortly before the start of China’s New Year, which was closed for seven days last week. As R1, we urged a large sale with a high -tech stock on Wall Street. CHINA CENTRAL TELEVISION has shown a video of the founder Liang Wenfeng wearing DeepSeek’s glasses, meeting with Prime Minister Li Qiang, the second highest official in the Chinese government. A few days ago, China, an English news site operated by the Chinese Communist Party, welcomed DeepSeek’s success, and the US restrictions on exporting high -performance semiconductor chips used in AI model training were “is not isolated. It is a phenomenon, but it reflects the wider vitality of the Chinese AI ecosystem. On Wednesday, the first day of the snake year, Alibaba, the first day of the snake, has released a unique new AI model. “Almost full.”
Alibaba’s claim has not been verified independently, but the sale of shares inspired by Deepseek has the durability of US leadership in AI, how the company has achieved that break -through. Many commentary on wisdom trying to slow down. By restricting high -tech exports, the high -tech industry is a policy of both the first Trump and the Biden administration. Speaking at World Economic Forum in Davos of Satya Nadella, the highest executive officer of Microsoft, R1 explained that it was “super -seal -like” and added that “Chinese development should be very serious.” In other places, the reaction from Silicon Valley was not very enthusiastic. Openai stated that it was a sign of a sign that DeepSeek could have inappropriately distilled the model. The Chinese company claimed that he had calculated $ 5.6 million to train one of the new models, but Dario Amodei, the highest executive of Anthropic, another famous AI company, achieves this result. “I explained that it is an expected point for continuous cost reduction. Curves that US companies will soon match.” Amodei acknowledges that the novelty of Chinese companies is “the first to prove the expected cost reduction first”, and the progress of DeepSeek is “more important than one week ago.” I claimed.
Such comments indicate that how to look at the story of DeepSeek partially depends on your advantage. In order to get an unofficial view from the opposite side of the Pacific Ocean, I arranged many years of Chinese watcher and zoom call, Louis Vincent is a co -founder of Davidkal, a financial service company based in Hong Kong. did. At the age of 50, the one that originally gave him from France moved to Hong Kong in 1997 just before the United Kingdom recovered the rule of the former British colonial. He has lived there since then, analyzing and writing China’s second largest economy and its largest product exporter. On Monday, Most American AI companies are producing high -end chips, which are producing high -end chips, NVIDIA, which loses more than $ 50 trillion market value, and “another SPUTNIK is” to his company’s client. The commentary entitled “Moment” was distributed. Includes investment banks, hedge funds and insurance companies around the world. (The term “moment of SPUTNIK” was first applied to Deepseek by MARC Andreessen, a silicon valley venture capitalist.) Given the computers and basic strength in basic scientific research, ” He has always seen a strategy of the technical battle with a technical battle. He said it was a big mistake because they were forced to concentrate very much.
The mentioned battle began in 2018, banning the exports of some important factors in semiconductors to Chinese telecommunications companies and chip manufacturers, and quoted the basis of national security. The Biden administration has been enhanced several times, especially because it has applied to the most powerful chips created by NVIDIA. One week before Trump’s second inauguration ceremony, when he announced the latest rules set last month, Gina Rimondond, Secretary of Commerce, stated: That way. However, until then, DeepSeek has already released a major V3 language model and is on the verge of releasing a more specialized R1 model. The company says that it has developed both models using a low -end NVIDIA chip that did not violate the ban on exports in the United States.
“Did Deepseek occur despite the restrictions or have it happened for restrictions?” To answer his own questions, he jumped into the past and raised Tiger 1, a German tank that was deployed during World War II. It is used in British and American models. “I think you can find hundreds of examples through the fact that the history of the necessity is the mother of the invention,” he said. “Build a 10 -foot wall. Make a 11 -foot ladder. China has just done this and everyone is surprised.”
Some people in the high -tech industry in the United States have made similar comments. In the X post, Pat Gelsinger, a former highest executive officer of Intel, wrote: “Engineering is related to restrictions. Chinese engineers had limited resources and had to find creative solutions.” Deepseek-R1 compares with models equivalent to these measures. It seems to include the use of chips that can be used by Chinese companies in a way to limit the number of calculations to be performed and maximize their abilities. In another post of X, Andrej Karpathy, a co -founder of Openai and a famous computer scientist of Tesla AI, is “easy to train a large” Frontier grade “language. It looks. ” Model “Budget Joke”.
The theory of imposing resources is not expanding innovation, but has some support from other industries and academic research. A 2014 survey on Swiss manufacturers found evidence to support hypotheses. Recently, a US software startup, released in December, found a company that had not received external funds until the latter half of the development. In technology experiments, it was highly likely that a bigger change would be made to technology stacks. “
Evidence is not decisive. An intuitive rebuttal is that having sufficient access to technical and financial resources makes more experiments easier than rarity. However, in any case, many Westerners argued that Chinese companies were underestimating the ability to innovate. He said that this trend has now been revealed in many industries, including nuclear power, railway, solar panels, and electric vehicles. In fact, I gave Drew a direct comparison between AI and the automotive industry. “Without Openai, I heard all criticisms that DeepSeek could not happen, but I could say the same thing about the automobile company,” he said. “BYD is not here without Tesla. Of course, of course, the fact that BYD is here remains, and it is a better car at a lower price.” Iron Mask is the final. Although it may be a fierce argument, there is no doubt that the sudden arrival of DeepSeek has raised some troublesome questions following the rise of BYD and other Chinese EV manufacturers. “It’s a morning call to the west, where there is no 100 % safe industry,” Divis said. The American AI industry continued to believe that investing in AI hardware can create large moats and permanent monopoly. “The belief has also exploded,” grave added.
I asked him what policy guidance he would give Washington’s new administration. “My job is not to tell the policy creators what to do,” he said. “My job is that this is happening. How do I make money?” But what was given provided indirect advice. “The first thing is to recognize the reality that China is jumping west of the industry after the industry,” he said. In his opinion, this success reflects some basic features of the country. This includes the fact that twice the number of students in mathematics, science, and engineering combines the top five western countries. There is a large domestic market. And, for example, the government provides a wide range of support to industrial companies, for example, by lying a national bank and expanding their trust to them. “They say,” I don’t have any lending to real estate. We need to be a superpower in the industry. “
The given discussion has already been successful, and the appearance of DeepSeek is the latest and most dramatic evidence. His attitude during our conversation was serious, but struggled. He pointed out that when he posted his debate on China’s economic progress on YouTube, he sometimes attracted a comment that he was exhaling CCP propaganda. This didn’t worry about him, but seemed to be interested in him. “There is an emotional response that makes people difficult for people to accept simple facts,” he said. ♦
