• DeepSeek R2 An Atom Bomb For USA BigTech

  • 2025/03/15
  • 再生時間： 12 分
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DeepSeek R2 An Atom Bomb For USA BigTech

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  • Podcast Notes: DeepSeek R2 - The Tech Stock "Atom Bomb"Overview
    • DeepSeek R2 could heavily impact tech stocks when released (April or May 2025)
    • Could threaten OpenAI, Anthropic, and major tech companies
    • US tech market already showing weakness (Tesla down 50%, NVIDIA declining)
    Cost Claims
    • DeepSeek R2 claims to be 40 times cheaper than competitors
    • Suggests AI may not be as profitable as initially thought
    • Could trigger a "race to zero" in AI pricing
    NVIDIA Concerns
    • NVIDIA's high stock price depends on GPU shortage continuing
    • If DeepSeek can use cheaper, older chips efficiently, threatens NVIDIA's model
    • Ironically, US chip bans may have forced Chinese companies to innovate more efficiently
    The Cloud Computing Comparison
    • AI could follow cloud computing's path (AWS → Azure → Google → Oracle)
    • Becoming a commodity with shrinking profit margins
    • Basic AI services could keep getting cheaper ($20/month now, likely lower soon)
    Open Source Advantage
    • Like Linux vs Windows, open source AI could dominate
    • Most databases and programming languages are now open source
    • Closed systems may restrict innovation
    Global AI Landscape
    • Growing distrust of US tech companies globally
    • Concerns about data privacy and government surveillance
    • Countries might develop their own AI ecosystems
    • EU could lead in privacy-focused AI regulation
    AI Reality Check
    • LLMs are "sophisticated pattern matching," not true intelligence
    • Compare to self-checkout: automation helps but humans still needed
    • AI will be a tool that changes work, not a replacement for humans
    Investment Impact
    • Tech stocks could lose significant value in next 2-6 months
    • Chip makers might see reduced demand
    • Investment could shift from AI hardware to integration companies or other sectors
    Conclusion
    • DeepSeek R2 could trigger "cascading failure" in big tech
    • More focus on local, decentralized AI solutions
    • Human-in-the-loop approach likely to prevail
    • Global tech landscape could look very different in 10 years

    🔥 Hot Course Offers:
    • 🤖 Master GenAI Engineering - Build Production AI Systems
    • 🦀 Learn Professional Rust - Industry-Grade Development
    • 📊 AWS AI & Analytics - Scale Your ML in Cloud
    • ⚡ Production GenAI on AWS - Deploy at Enterprise Scale
    • 🛠️ Rust DevOps Mastery - Automate Everything
    🚀 Level Up Your Career:
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    • 🏢 Trusted by Fortune 500 Teams

    Learn end-to-end ML engineering from industry veterans at PAIML.COM
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あらすじ・解説

Podcast Notes: DeepSeek R2 - The Tech Stock "Atom Bomb"Overview
  • DeepSeek R2 could heavily impact tech stocks when released (April or May 2025)
  • Could threaten OpenAI, Anthropic, and major tech companies
  • US tech market already showing weakness (Tesla down 50%, NVIDIA declining)
Cost Claims
  • DeepSeek R2 claims to be 40 times cheaper than competitors
  • Suggests AI may not be as profitable as initially thought
  • Could trigger a "race to zero" in AI pricing
NVIDIA Concerns
  • NVIDIA's high stock price depends on GPU shortage continuing
  • If DeepSeek can use cheaper, older chips efficiently, threatens NVIDIA's model
  • Ironically, US chip bans may have forced Chinese companies to innovate more efficiently
The Cloud Computing Comparison
  • AI could follow cloud computing's path (AWS → Azure → Google → Oracle)
  • Becoming a commodity with shrinking profit margins
  • Basic AI services could keep getting cheaper ($20/month now, likely lower soon)
Open Source Advantage
  • Like Linux vs Windows, open source AI could dominate
  • Most databases and programming languages are now open source
  • Closed systems may restrict innovation
Global AI Landscape
  • Growing distrust of US tech companies globally
  • Concerns about data privacy and government surveillance
  • Countries might develop their own AI ecosystems
  • EU could lead in privacy-focused AI regulation
AI Reality Check
  • LLMs are "sophisticated pattern matching," not true intelligence
  • Compare to self-checkout: automation helps but humans still needed
  • AI will be a tool that changes work, not a replacement for humans
Investment Impact
  • Tech stocks could lose significant value in next 2-6 months
  • Chip makers might see reduced demand
  • Investment could shift from AI hardware to integration companies or other sectors
Conclusion
  • DeepSeek R2 could trigger "cascading failure" in big tech
  • More focus on local, decentralized AI solutions
  • Human-in-the-loop approach likely to prevail
  • Global tech landscape could look very different in 10 years

🔥 Hot Course Offers:
  • 🤖 Master GenAI Engineering - Build Production AI Systems
  • 🦀 Learn Professional Rust - Industry-Grade Development
  • 📊 AWS AI & Analytics - Scale Your ML in Cloud
  • ⚡ Production GenAI on AWS - Deploy at Enterprise Scale
  • 🛠️ Rust DevOps Mastery - Automate Everything
🚀 Level Up Your Career:
  • 💼 Production ML Program - Complete MLOps & Cloud Mastery
  • 🎯 Start Learning Now - Fast-Track Your ML Career
  • 🏢 Trusted by Fortune 500 Teams

Learn end-to-end ML engineering from industry veterans at PAIML.COM
続きを読む 一部表示

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