It's a huge geopolitical competition, and China's running at it super hard,
America holds the lead in the AI race -- but our advantage may not last,
If America falls behind China on AI, we will fall behind everywhere: economically, militarily, scientifically, educationally, everywhere,
We know (China) based companies – and others – are constantly trying to distil the models of leading US AI companies,
Should the DeepSeek AI funding model prove sustainable, the AI tokens or projects that will stand the test of time will align with these models to bring users a cheap, functional AI solution,
While temporary capitulation might take a short while, a comprehensive rebalancing is imminent,
Web3 AI innovators might find a way to align with Chinese tech in the mid to long term while hedging their alliance to get the best of both markets,
It’s a super competitive industry, right? And this is showing that it’s competitive globally, not just within the US,
That crazy AI data center build-out that we’ve been talking about for the last couple of years? They don’t need to do that anymore. They can build a lot less because they can provide a lot more services at a much lower price,
It’s so hard to own a scientific breakthrough” such as an AI model advancement
All those other frontier model labs — OpenAI, Anthropic, Google — are going to build far more efficient models based on what they’re learning from DeepSeek,
The United States already has the best closed models in the world. To remain competitive, we must also support the development of a vibrant open-source ecosystem,
We are freaked out fairly, I suppose, because we thought we had global AI supremacy, when, in fact, we should be celebrating,
DeepSeek's cost efficiency is praiseworthy, but the privacy implications of its data collection would raise significant concerns,
It is interesting that this breakthrough was achieved not by government-backed research institutes and large (state-owned enterprises), but by a hedge fund with no government subsidies,
This situation may evoke similar concerns to those raised for TikTok, where data privacy and security have been hotly debated,
For those who follow the Indian tech scene, what’s the best explanation of why China is able to birth DeepSeek and India is not?”
There is no protected market to practice your craft in early days. You will get replaced by American service providers as they are cheaper and better every single time. That is not the case with Chinese players. They have a protected market and leadership who treats this skillset as existential due to geopolitics,
LLM building is nothing that Indian engineers living in India cannot pull off. Don’t worry about Indians who have left. There are plenty in the country as of today,
In AI, LLM science part is actually quite easy,