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DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
2025/2/5
BG2Pod with Brad Gerstner and Bill Gurley
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Bill Gurley
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Brad Gerstner
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Sam Altman
领导 OpenAI 实现 AGI 和超智能，重新定义 AI 发展路径，并推动 AI 技术的商业化和应用。
Bill Gurley: 我认为如果最具颠覆性的LLM模型是国外的且开源的,而不是国内的且专有的,那么世界会更好。这有利于安全、保障和言论自由。单一公司专有的模型在这些方面会带来更多风险。DeepSeek的创新在于它能够同时投入更多专家解决问题,通过分离参数,用更小的参数计数更快地工作,从而降低了成本并提高了速度。开源允许进行大规模优化,并解决问题,使企业公司感到高兴。中国全面投入开源,并且是RISC-V的最大支持者之一。美国在人工智能领域领先中国两年,这似乎是自大。
Brad Gerstner: 我认为行业对DeepSeek的反应表明,我们将走向开放。OpenAI在开源问题上站在了错误的历史一边,需要制定不同的开源策略。DeepSeek的创始人是一位了不起的创始人,并且已经在这个问题上工作了十多年。DeepSeek的总计算资本支出接近10亿美元,与同类模型相似,但效率更高。由于出口管制,DeepSeek很难赶上O3,并且Stargate将更具挑战性。Meta并没有完全开放,他们从未发布权重。未来的真正前沿模型可能根本不会发布,只有代理会发布,但落后一两代的模型将会开源。
Deep Dive
This chapter analyzes DeepSeek's groundbreaking open-source AI model, comparing it to OpenAI's offerings. It explores the implications of DeepSeek's openness for innovation, competition, and global dynamics.
- DeepSeek's usage charts show its global popularity, particularly in Asia.
- DeepSeek's open-source nature is argued to be beneficial for safety, security, free speech, and innovation.
- DeepSeek achieved cost and speed advantages through algorithmic breakthroughs, though scaling to compete with future OpenAI models may be challenging due to export controls and compute constraints.
- The rapid proliferation of DeepSeek variants on Hugging Face highlights the benefits of open-source collaboration.
Shownotes Transcript