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cover of episode The DeepSeek Panic
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Zeyi Yang
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专注于电动车和能源领域的播客主持人和内容创作者。
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Zeyi Yang: 我认为市场对DeepSeek的反应有些过度。作为一年来关注中国AI模型发展的人,DeepSeek的出现虽然令人惊讶,但不足以引发整个市场的恐慌。美国和中国的AI竞赛存在差距,中国公司目前处于追赶地位,DeepSeek的出现并非改变游戏规则的事件,而是中国在AI领域持续努力的结果。DeepSeek创始人杨文芳的目标是推动人类向通用人工智能(AGI)发展。 关于DeepSeek开源的意义,我认为这不仅在AI领域,在许多技术领域,封闭源和开源的竞争都非常激烈。开源意味着更多的人可以使用和改进产品,从而加快发展速度。DeepSeek的低成本和低能耗也为AI发展提供了另一种路径,这值得我们重新思考AI发展的方向。美国对中国的芯片出口管制促使中国寻找AI发展的替代方案,DeepSeek正是这种努力的体现。 关于中美AI竞争的未来,我认为人们应该更多地关注中国在AI领域的进展,避免轻视中国公司的实力。DeepSeek的出现提醒我们,中国在AI领域并非没有竞争力,我们应该密切关注其发展,并从中吸取经验教训。 主持人: DeepSeek的优势在于成本低、能耗低且为开源产品,这使其在与美国AI巨头的竞争中脱颖而出。DeepSeek的数据可能流向中国,这可能会引发美国立法者的担忧,但其开源特性降低了数据安全风险。 Zhuoi Wang & Leslie Keng: DeepSeek的用户体验与其他聊天机器人相似,易于上手,这有助于其在全球范围内的推广。 Zeyi Yang: OpenAI指责DeepSeek窃取数据,这与OpenAI自身被指控使用互联网数据训练模型的情况存在相似之处,这体现了AI时代版权的复杂性。公众对AI产品的需求可能比预想的要高,但人们是否愿意为AI产品付费仍是一个疑问。DeepSeek的成功并非对AGI叙事的挑战,而是对AI发展路径的重新思考。Stargate项目体现了美国政府和私营部门合作对抗中国AI竞争的决心。

Deep Dive

Chapters
The Chinese AI company DeepSeek released a new AI model, causing market fluctuations. The model, DeepSeek R1, is a chatbot similar to existing models but is significantly cheaper and more energy-efficient. This raises questions about the US's approach to AI development and its response, potentially signifying a shift in the AI landscape.
  • DeepSeek R1, a new AI chatbot, was released by a Chinese startup.
  • The model is significantly cheaper and more energy-efficient than US counterparts.
  • The market reacted strongly, with some viewing it as an overreaction.

Shownotes Transcript

The artificial intelligence industry was thrown for a loop when the Chinese start-up DeepSeek rolled out a product that was more energy efficient, cheaper to produce, and open source. Where did DeepSeek come from, and are Silicon Valley and Washington right to be panicking? 

Guest: Zeyi Yang), senior writer at WIRED.

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Podcast production by Evan Campbell, Patrick Fort, and Cheyna Roth.

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