CRISE NA BOLSA AMERICANA: A NOVA IA DeepSeek

Summary

The transcript discusses the disruption caused by Deep Seek, a Chinese AI company that launched a cost-effective model capable of rivaling GPT-4. This new AI model is cheaper to train and operate, using less advanced hardware, which challenges companies like NVIDIA that dominate the AI hardware market. Deep Seek made its model open-source, enabling a broader range of companies and countries to engage in AI development without the high costs traditionally associated with it. The rise of this open-source model is shaking up the AI market, highlighting a shift toward more accessible and affordable AI technologies.

Takeaways

• 😀 A Chinese company, Deep Seek, launched new AI models that caused a significant market shift, particularly impacting the Nasdaq.
• 😀 Deep Seek's AI models (V3 and R1) offer results similar to OpenAI's GPT-4 but at a fraction of the cost for training and inference.
• 😀 The training cost for Deep Seek's models was under $6 million, whereas GPT-4's training cost is estimated at over $100 million.
• 😀 Deep Seek achieved this using less advanced hardware, which was a breakthrough considering the US restrictions on China’s access to cutting-edge AI chips.
• 😀 The company’s AI models can be run on more affordable and less powerful hardware, making AI accessible to a broader range of organizations and countries.
• 😀 Deep Seek’s models were released as open-source, allowing anyone to download, use, and modify the code, which accelerates AI development globally.
• 😀 This move by Deep Seek challenges the traditional closed-source business model used by companies like OpenAI, which charge high fees for access to their AI models.
• 😀 The launch of Deep Seek’s models had a noticeable impact on major US companies like Nvidia, which saw a significant drop in market value due to competition from cheaper alternatives.
• 😀 The development and open-source release of Deep Seek’s AI models could lead to a boom in AI research and development in countries like Brazil, India, and Russia, making high-performance AI more accessible to everyone.
• 😀 Deep Seek's R1 model is notable for not only being open-source but also for showing every step of the reasoning behind its decisions, offering more transparency than other AI systems like GPT-4.

Q & A

What was the significant event mentioned in the transcript related to AI during the vacation period?

The event was the launch of a new version of an AI model by the Chinese company Deep Seek, which caused a major impact on the U.S. stock market, specifically the Nasdaq, on January 27. The launch of this AI model led to a loss of over $1 trillion in market value for American companies.

Why was the Deep Seek AI model so impactful to the market?

The Deep Seek model was impactful because it provided results similar to those of ChatGPT-4 but at a fraction of the cost. It was much cheaper to train and run, utilizing older hardware that cost significantly less than the latest AI hardware available in the U.S.

How much did it cost to train the Deep Seek AI model compared to ChatGPT-4?

Training the Deep Seek AI model cost less than $6 million, while training ChatGPT-4 was estimated to cost at least $100 million.

What hardware did Deep Seek use to train its AI model, and how did it differ from U.S. companies?

Deep Seek used older, cheaper hardware to train its AI model. Due to restrictions on high-end AI chips imposed by the U.S. on China, Deep Seek used hardware that was less advanced compared to the latest AI chips available in the U.S.

How did the launch of Deep Seek's AI model affect the stock price of Nvidia?

The launch of Deep Seek's AI model had a negative impact on Nvidia's stock price. Nvidia, which had been a major beneficiary of the AI boom due to its GPUs being essential for AI training, saw its market value decrease after Deep Seek demonstrated that AI models could be trained and run at a much lower cost using older hardware.

What is the significance of Deep Seek making their AI model open-source?

By making their AI model open-source, Deep Seek accelerated AI research and development. It made AI technology more accessible to a wider range of companies and researchers, breaking the dominance of a few large companies and reducing the need for massive investments to develop AI models.

What is the impact of open-source AI models like Deep Seek's on the AI market?

Open-source AI models like Deep Seek's disrupt the traditional AI model where only large companies with deep pockets could afford to develop advanced AI systems. By making models open-source, Deep Seek allowed many more companies, even in countries like Brazil, India, and Russia, to participate in AI development, which could lead to a global boom in AI research.

What is the main difference between Deep Seek's AI model and traditional closed models like OpenAI's?

The main difference is that Deep Seek's AI model is open-source, meaning anyone can download, modify, and use it freely, whereas traditional closed models like OpenAI's require users to pay for access and do not reveal the underlying code or process behind their models.

How does the 'mixture of experts' approach used by Deep Seek's AI model work?

The 'mixture of experts' approach involves having specialized sub-models, each proficient in a particular area. Instead of trying to have one model that excels at everything, the system directs a given task to the most relevant expert within the model, allowing for more efficient processing and reduced computational cost.

What are the potential consequences of having more open-source AI models in terms of privacy and data security?

While open-source models like Deep Seek's may reduce concerns related to monopolies on AI, there are privacy concerns regarding data security. For instance, some countries worry about their data being sent to China when using such open-source models. However, users can run these models locally, avoiding data transfer to external servers, which mitigates privacy concerns.