New AI Chatbot Depseek is taking the world of assault technology, and has even destroyed Chatgpt from first place in the iOS application store.
Certainly, there is a lot of speculation about possible Deepseek wineries, as well as what this could mean for some of the most important technology players at this time. Many new and existing companies have invested billions of dollars in large language models only in recent months, but Deepseek has the opportunity to cause chaos in the world of risk capital.
Having caused the greatest fall in the United States stock market in history, the chatbot is understandably a great point of conversation, but what are the predictions of experts?
Will the hype last?
It cannot be denied that Depseek arriving at the scene has been harmful, and although the expert opinion is not unanimous, the cost of development significantly lower is definitely drawing attention.
If you are confused about what Deepseek is, or why you are causing so much stir, see our article here explaining everything you need to know,
Certainly, the pressure is on for US technology companies to respond, but it may not be as destructive as it seems.
We listen to 10 experts in the technology industry;
Steve Povonly, senior director of competitive security and intelligence research at Exabeam:
“The launch of Deepseek developed by Chino has thrown the US technology markets to agitation; this is justifiable and also, a bit exaggerated. The appearance of a technology that finally optimizes the use and efficiency of the chips is likely to apply pressure About existing large chips.
Mike Bollet, CEO and founder of Lumen Research:
“Last week, Sam Altman and Elon Musk were monopolists of AI. Now, it is clear that competition will reduce costs and loosen the control of larger players. This represents an opportunity for marketing specialists that allows them to build agents designed for specific problems, at a speed, already a price that drives the ROI. “
Nigel Green, CEO of Devere Group:
“This is a call for markets. The assumption that tariffs could contain the technological ambitions of China disassembled in real time. Deepseek’s advance is proof that innovation will always find a path to follow, regardless of economic barriers. “
“By restricting China’s access to high -end semiconductors, Washington sought to delay its progress in AI. On the other hand, it has fed an acceleration in domestic innovation, which forces Chinese companies to find alternatives. Deepseek’s achievement is a direct result of this change.
“Instead of being paralyzed by US sanctions, Beijing has cultivated AI models that require significantly less computer power, reducing its dependence on US technology and eroding the leverage of the United States on global supply chains.”
The value
Aleksandr Yampolskiy, CEO of Securityscorecard:
“Depseek is trained in 14.8 billion diverse chips, while OpenAi is trained only with 13 billion. It also costs radically less training Depseek to $ 6 million, while it operates supposedly $ 100 million costs, which makes Deepseek 16.6 times more efficient. ”
“We are living in fascinating times. While “limitations in capital” may seem like a challenge, history has shown us (and Deepseek has demonstrated) that these limitations often cause innovation and creativity. The security for AI will only become more critical. In a world where the lines between the Deepfake content and the content generated by humans, and where biased information can shape our opinions, the need for robust security and ethical practices will grow exponentially. ”
Dr. Kjell Carlsson, head of AI strategy in Domino Data Lab:
“Deepseek’s success serves as a powerful reminder that the value of AI does not lie in the size of its infrastructure or the exclusivity of its models, but in how effectively they are used to offer impact. In developing vanguard generative AI models without depending on the latest more expensive hardware, Depseek has shown that agility and strategy can overcome unprocessed computational power. Their achievements also highlight the vulnerability of the holders in the generative space of AI, which provides that open source innovation continues to be a powerful draw, which allows challenges to match and even overcome the established players in the revolution ” .
“For companies that seek to maximize the value of AI, the lesson is clear: success depends on flexibility and capacity, not exclusive associations or the infrastructure scale. Instead of locking up to specific suppliers of LLM or focusing solely on hardware access, organizations must prioritize the construction of end -to -end capabilities to obtain innovations from AI, design solutions adapted to their unique needs and operationalize them effectively. This approach ensures that companies remain agile, competitive and prepared to take advantage of the next wave of advances of AI, wherever they emerge. ”
Bradford Levy, Accounting Assistant Professor, University of Chicago Booth School of Business:
“Deepseek has sent shock waves through the technology industry, directly challenging technological giants such as Microsoft and Open AI.”
“Until now, it has been assumed that their experience in the design and operation of large -scale distributed systems are essential for the training of latest generation models. But the development of R1 suggests otherwise: if these models can be trained with 90% less chips, implications for valuation models are massive. “
“This opens the door to smaller and agile players to compete, potentially promoting more innovation. With limited resources, they demonstrated that innovative and innovative teams can shake the industry, even with a reduced budget. “
“While it is impressive, we must remain skeptical of any claim made by those with a personal interest in their own success. Before reaching conclusions about the landscape of the broadest, we need more time to test these models and understand how they achieved these numbers. “
The revolution
Professor Geoff Webb, Department of Data Science and AI, Faculty of Information Technology, University of Monash:
“The appearance of Deepseek is a significant time in the AI revolution. Until now, it seems that the investments of one billion dollars and access to the latest generation of specialized NVIDIA processors were previous requirements for developing avant -garde systems. ”
“This effectively limited a small number of leading technological corporations in the United States. Due to the US embosses. UU. To export the latest generation of Nvidia processors, it also locked China. “
“Deepseek claims to have developed a new large language model, similar to Chat GPT or Llama, which rivals the state of art for a cost fraction using less advanced NVIDIA processors that are currently available for China. If this is true, it means that the American technological sector no longer has an exclusive control of AI technologies, opening them to a broader competition and reducing the prices they can charge for the access and use of their systems. “
“Looking beyond the implications for the stock market, current technologies of AI are focused on the United States and embody the values and culture of the United States. This new development has the potential to create more diversity through the development of new AI systems. “
“It also has the potential to make AI more accessible to researchers around the world both to develop new technologies and to apply them in various areas, including medical care.”
The risks
Aditya Sood, Vice President of Security and IA Strategy Engineering in Aryaka:
“Open source AI models such as Deepseek, while offering accessibility and innovation, are increasingly vulnerable to the attack chain triggered during large -scale cyber attacks. of third -party dependencies, previously trained models or public or the public.
Renuka Nadkarni Cpo in Aryaka:
“Deepseek’s sudden popularity has a price. There are two dimensions of this. First, threat actors are likely to adopt this new tool now that it is widely available. Secondly, Depseek was the victim of a large -scale malicious attack. This is this.
“While the lack of service availability is an easy and visible attack against its infrastructure, the greatest concern lies in the attacks not detected in their model and data. These hidden threats could compromise benign users and allow other malicious activities. “
The skeptics
Dan Goman, CEO, ATeliere Creative Technologies:
“The market reaction to the latest news surrounding Deepseek is nothing less than an over -recorrection. While the enthusiasm for advances in AI often drives the owners and speculation of the market, it feels like another case in which The emotion has overcome the evidence.
“In summary, although Depseek’s story is intriguing, it is imperative skepticism remains a healthy and necessary posture. “