中国
youtube
Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future of AI model providers in a rapidly evolving market.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
0:00:00 Intro
0:00:18 The DeepSeek Conundrum
0:04:58 Energizing The AI Race With Lower Costs
0:09:31 The Importance off Distribution
0:12:49 DeepSeek: Under The Hood
0:15:30 Will Self-Driving Cars Evolve With New AI Models?
0:18:15 The
|
2025/01/29
youtube
How China’s DeepSeek Came for Big AI
Is TikTok pushing Taiwan’s young people closer to China? | FT #shorts
Donald Trump confirms one month ‘pause’ in Mexico tariffs | BBC News
How Trump's Tariffs Could Shake Up The Global Economy
Trump is ‘stepping on the gas pedal’ with crypto and AI, expert says
DeepSeek AI Is Sending Your Data to China
Warnings about China will to ‘come to fruition,’ expert warns
Apple, Samsung, Intel and others shift away from China as tariffs loom
Everything DeepSeek Knows About You and Why It Matters
India Will Never Be Like China - Here's Why
$200M woolly mammoths and a farewell to TikTok
