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DeepSeek deepdive

2025/1/30
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Today, Explained

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Satya Nadella: 我认为DeepSeek有一些真正的创新,这代表着AI领域令人瞩目的进展。 Mark Zuckerberg: DeepSeek在技术上取得了一些突破,其创新之处值得我们深入研究和学习,这对Meta未来的AI发展具有借鉴意义。 美国总统: 中国公司发布DeepSeek AI应该成为我们行业的警钟,我们需要专注于竞争以赢得胜利,这关系到美国的国家安全和技术领先地位。 Eleanor Olcott: DeepSeek以低成本实现了与西方领先模型相当的性能,这源于其创始人梁文峰的远见卓识和对技术的专注,以及其在早期就布局AI技术和GPU集群的战略选择。DeepSeek V3是第一个性能优于闭源模型的开源模型,这在业界引起了巨大的反响,也引发了人们对中美AI竞争的关注。DeepSeek的成功并非简单的“AI 斯普特尼克时刻”,而是中美科技战的体现,真正的竞争焦点在于AI芯片的研发。DeepSeek的创始人并非以盈利为主要目标,而是致力于推动AI技术发展和提升中国在该领域的国际地位,并愿意开源其技术成果。 Reid Albergati: 股市对DeepSeek的反应过度,市场尚未完全理解AI行业。DeepSeek的低成本优势并非完全否定西方公司巨额投资的必要性,因为模型推理的成本仍然很高,而且模型的效率提升空间仍然很大。DeepSeek可能利用OpenAI模型的数据进行了知识蒸馏,这在AI行业是一个灰色地带,需要进一步规范。DeepSeek的出现对英伟达的影响有限,英伟达的竞争优势在于其强大的GPU和CUDA软件。中美两国在AI领域的竞争关系紧张,AI技术可能被用于军事用途,美国对AI芯片出口的限制也反映了这种担忧。DeepSeek的出现激发了AI行业的竞争活力,同时也促进了AI研究成果的共享。如果美国输掉AI竞赛,可能会导致严重的国际冲突。 Sam Altman: DeepSeek的出现是令人振奋的,这将激励OpenAI和其他公司开发更优秀的AI模型,良性竞争将推动AI技术更快发展。

Deep Dive

Chapters
DeepSeek, a Chinese AI model, has sparked significant interest and concern globally due to its performance and low development cost. It's an open-source model surpassing closed-source competitors, creating a stir in the tech industry and raising questions about AI competitiveness.
  • DeepSeek's performance is comparable to leading Western AI models.
  • It was developed at a significantly lower cost.
  • DeepSeek V3 is the first open-source model to outperform closed-source models.
  • Its release caused market chaos and widespread discussion.

Shownotes Transcript

The emergence of DeepSeek — a Chinese AI model that was developed for a fraction of the cost of leading Western ones, but seems to perform on par with them — caused chaos in the markets and electrified the tech industry.

This episode was produced by Miles Bryan and Victoria Chamberlin with help from Amanda Lewellyn, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Andrea Kristinsdottir and Rob Byers, and hosted by Noel King.

Transcript at vox.com/today-explained-podcast)

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The DeepSeek logo on a phone in front of a flag of China. Photo illustration by Anthony Kwan/Getty Images.

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