We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode (Preview) Happy Lunar New Year and A Few Thoughts on DeepSeek

(Preview) Happy Lunar New Year and A Few Thoughts on DeepSeek

2025/1/30
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop
AI Deep Dive AI Chapters Transcript
People
B
Bill Bishop
Topics
Andrew Sharp: 我认为DeepSeek的出现以及它引发的市场反应，突显了当前中美之间在人工智能领域的竞争态势。DeepSeek的成功，一部分源于其在计算资源受限的情况下，被迫提高效率和创造力，也反映出中国工程师在适应限制条件并构建更好产品方面的能力。同时，市场反应和舆论导向也存在操纵的痕迹，例如，有人试图利用DeepSeek来证明美国的技术控制措施失败，并以此打压美国科技股。 关于DeepSeek模型的起源和技术细节，目前仍存在许多未解之谜。我们需要更多信息来判断其模型的实际能力以及它对未来技术发展的影响。DeepSeek开源其模型，对全球其他国家来说是一个“礼物”，特别是对那些受美国技术转移限制的国家。这使得DeepSeek成为一个潜在的软实力工具。 总的来说，DeepSeek的出现以及它引发的各种反应，表明中美之间在人工智能领域的竞争将持续激烈，并且这种竞争将对全球科技格局产生深远的影响。 Bill Bishop: DeepSeek的崛起确实令人惊讶，但它也反映出中国工程师在适应限制条件并构建更好产品方面的能力。DeepSeek的成功故事存在一些被夸大的成分，其发展与中国股市监管改革以及对量化基金的打击有关。目前我们对DeepSeek新模型的意义缺乏足够的了解，需要更多信息来进行判断。DeepSeek开源其模型，对其他公司是有益的，它可能帮助其他公司提高效率。 DeepSeek的出现并不意味着美国对中国的出口管制完全无效，DeepSeek的模型也受益于美国的领先AI模型。关于DeepSeek的信息披露还将持续，目前许多说法都过于武断。我们需要区分可接受的数据提取和不可接受的数据窃取。DeepSeek的成功，部分源于其在计算资源受限的情况下，被迫提高效率和创造力。 总而言之，关于DeepSeek的多种说法都可能是正确的，目前信息不足以得出最终结论。我们需要保持客观，避免过度解读和情绪化反应。

Deep Dive

Chapters
The podcast discusses the unexpected rise of DeepSeek, a Chinese AI firm, and its impact on the US AI market. The initial reactions, including stock market fluctuations and online discussions, are analyzed. The discussion questions the narrative surrounding DeepSeek's success and the role of information flow in shaping public perception.
  • DeepSeek's unexpected rise and impact on US AI stocks.
  • Varying reactions and narratives surrounding DeepSeek's success.
  • The role of information flow and its impact on market perception.

Shownotes Transcript

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.

Bill Bishop is the author of Sinocism)

On today’s show Andrew and Bill wish a Happy Lunar New Year to the audience and interrupt the holiday week in the PRC to share various reactions to a week of DeepSeek discussion in the U.S. Topics include: The DeepSeek origin story, OpenAI and distillation questions, DeepSeek’s future in China after Liang Wenfeng’s meeting with Li Qiang, how the U.S. government might process these developments, and a dizzying spectrum of reactions from all around the Internet.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data — Bloomberg)

America First Trade Policy — White House)

DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top — Value Added)

DeepSeek part 2: An Outlier in China’s AI Innovation Ecosystem — Value Added)

On DeepSeek and Export Controls — Dario Amodei)

DeepSeek FAQ — Stratechery)

Trump Officials Discuss Tighter Curbs on Nvidia China Sales — Bloomberg)