DeepSeek is AI's 'sub-4-minute-mile' moment: Analyst
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- Опубликовано: 5 фев 2025
- #youtube #MICROSOFT #tech
DeepSeek's new artificial intelligence (AI) model has rattled the market earlier this week as investors weigh what the breakthrough means for the AI landscape and Big Tech companies spending billions on the tech.
D.A. Davidson research analyst Alex Platt joins Seana Smith and Brad Smith on Morning Brief to break down how the DeepSeek news could be pivotal for the AI market.
Platt compares DeepSeek's work to the late Roger Bannister, who ran the first sub-four-minute mile: "Prior to Roger Bannister doing [it], it was thought as impossible to go under four minutes. He breaks it, and right afterward you see a bunch of runners be able to run now sub four minutes. DeepSeek did something very similar to the market."
"The prevailing narrative in the market up until about a week ago was that in order to compete at the frontier model game, you needed to be an OpenAI, an Anthropic, a [DeepMind], a Meta (META), an xAI [with] tens of billions of dollars of excess capital in order to build a model that powerful."
"DeepSeek showed us you don't need that much money. They could do it with $5.5 million for training. They could deliver at a much lower cost," Platt explains."And the best part is they really gave the rest of the space their playbook, how to replicate what they've done, how to make a model that is computationally efficient, and what this really does is it'll increase competition in the space."
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It’s unbelievable! USA $500 billion AI competing against CHINA $6 million AI …woooo not bad at all. It just shows how good brilliant are those young Chinese engineers, mathematicians & scientists are in CHINA 🇨🇳 today. DEEPSEEK RI is just the first opening card.😊😊😊
Copium. Only idiots would ay a monthly fee for a product that you can get for free.
Not even that, but the developer API is 25x to 40x less than OpenAI.
All that needs to happen is some kind of small american startup with a few million in capital to innovate on top of Deepseek and offer the API at an even lower rate.
I think the tech market is going to start pulling funds.
Someone just don’t allow OpenAIs monopoly the market.
Most people are using OpenAI for free.
Spoken like someone unfamiliar with the AI space. As someone who has worked with 8 Chinese homegrown AI models released commercially, I'm fairly certain that "free" usages is only temporary. When market saturation reached, a pricing plan will be released. They gotta make money somehow. That said, the open source aspect is commendable.
Fairly certain, and likely, is not a convincing argument. Lets see what happens.
From $10K to $110K that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family...
I'm celebrating a $30k stock portfolio today. started this journey with 6k. I have invested on time and also with the right terms now I have time for my family and the life ahead of me
Please how do I go about it, am still a newbie on investment trading and how can I make profit?
Finding yourself a good broker is the same as finding a good wife, where you get less stress,you get just enough with so much little effort at things.
For me I would say give Mr Bernie a try and you will be happy you did
Yeah, 256k from Mr Bernie Doran , looking up to acquire a new House, blessings
AI stocks will dominate 2025 and Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance, alternatively, seek advice from certified market strategists
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early this year. I and my CFA are working on a 7 figure ballpark goal, tho this could take till Q4 2025
Can you share details of your advisor? I want to invest and increased my cash flow in stocks and alternative assets to achieve financial goals
Yes i will and his name is Gabriel Alberto William, he is not just a broker, he is a financial adviser that give advice on any financial matters
I just google his name and his website popped up immediately. I'm very much impressed and i will email him right away
You don’t need to spend billions when you can copy paste something that’s been already been created.
@@CameronRyan deepseek is not a copy, it using decision chains that openai didn't use.
@@wangyaohan8824 Thanks for schooling Ryan!
Then why does deepseek give different answers from GPT for the same question?
Even if Deepseek copied, which I don't think so, do you really think it is worth it dumping billions into product like OpenAI that can be easily copied?
@@MrJermson Hilarious. What you said is like saying why go to college when I already have a middle school diploma. You are assuming we are at the finish line. This is not the finish line. The world expects AI to reach height way father ahead than today's chat bot. The billions is an investment into the next levels.
I think the bigger question is how secure is OpenAI at this rate of loss even at conservative estimates, and how many startups operating on a few million bucks can threaten them with a more efficient model for less
Spending billions on a product that can be easily copied is the dumbest thing ever in human history.
@ Yeah it appears all of that investment just became debt. The fact that Deepseek used output from the GPT4 architecture (and many other models), means there are probably hundreds of small firms doing even more of it. We're about to have a bigger AI explosion and MAG7 might have lost out big time.
I am wondering if the $500bn from Trump will even go through anymore. I wonder what this means for their valuation. Lots of questions to ask.
Breaking News: World leaders are congratulating CHINA , DEEPSEEK for helping the world for FREE !❤❤❤
Thanks for Alex Platt's insightful report.
😂 bring in the asian guy to talk about the Chinese app
AI war is basically fought between the Chinese in the US vs Chinese in China.
First comment on the video being racism does not surprise me at all.
@@thejeffinvade I wish more americans new how much our tech comes from Chineses expats .
@@grsafran we all know the US these days is made of attorneys and accountants, for the most part.
@@thejeffinvade What an ignorant take. If anything, it's more Indian than Chinese.
Yikes, the hyperbole!
It's AI lite :)
🤓
*"China has stolen and cheated their way into a global superpower status, at our expense,"* Marco Rubio at Senate confirmation hearing.
so superpower status is something can be stolen?
Where was Rubio standing on when he said this thing, the land his ancestors stole and cheated from the native Americans?
According to a NewsGuard audit, the Chinese 🇨🇳 DeepSeek chatbot is accurate only 17% on non-China-related queries.
- For queries related to China, its accuracy drops to less than 1%. LOL
Nobody care abt of all places a news agency.
try harder 🤣🤣🤣
You need to see a doctor 😂