We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode (Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan

(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan

2025/2/19
logo of podcast Sharp China with Bill Bishop

Sharp China with Bill Bishop
AI Deep Dive AI Chapters Transcript
People
A
Andrew Sharp
B
Bill Bishop
Topics
Andrew Sharp: 我认为DeepSeek的出现将会对市场产生重大而难以预测的影响。DeepSeek证明了即使在中国面临芯片封锁的情况下，也能创造出具有国际竞争力的AI模型。他们通过创造性的方式最大化现有硬件，构建了国际竞争力模型，并将其开源，使得任何国家和个人都能使用该模型，这对于中国AI的全球化发展至关重要。DeepSeek的成功并非偶然，其模型的发布和发展是循序渐进的，其R1模型的成功，一部分原因是其提供了用户友好的界面和推理能力，也受益于其独特的用户界面设计，展现了AI的推理过程。DeepSeek的爆红是多种因素共同作用的结果，并非完全人为操纵，也改变了中国AI市场的商业模式，迫使其他公司也提供免费模型。美国AI公司需要从DeepSeek的成功中吸取教训，他们已经开始做出反应，降低价格并改进模型。AI的实际能力和公众认知之间存在差距，但实际能力依然非常强大。未来DeepSeek和XAI之间的差距可能取决于芯片供应的差异，先进AI模型的出现对就业市场带来冲击。大型公司应该学习如何利用自身优势，例如资金优势，来获得竞争优势，而不是盲目模仿初创公司。 Bill Bishop: DeepSeek的开源决策主要由公司自身而非政府主导。DeepSeek的开源对中国AI发展具有重要意义，使其模型能够迅速走向全球。解决中国科技难题需要资金、激励和信念的共同作用。

Deep Dive

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 special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private enterprise symposium and Xi Jinping's rapprochement with China's tech companies, and the connection between xAI and DeepSeek. Then, an extended debate on the chip ban, including its potential long-term consequences, and whether or not a course correction is possible. Finally, why the situation surround Taiwan is worrisome, and whether Trump is looking to make a deal.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Xi convenes private enterprise symposium; Wang Yi in Munich; Taiwan; Tesla FSD and US-China trade — Sinocism)

DeepSeek FAQ — Stratechery)

Grok-3, The Nvidia Shortcut, Competitive Implications — Stratechery Update)

The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain — Stratechery Update)