AI Cost Assumptions Challenged

The video discusses Deepseek, an open-source AI model, comparing it to proprietary models like ChatGPT. It highlights Deepseek's advantages, such as transparency in reasoning and being free. The discussion covers its performance, impact on companies like Meta and Salesforce, and implications for suppliers like NVIDIA amid export controls. The video emphasizes the potential of open-source models to challenge proprietary ones and the resulting shifts in AI development and hardware demand.

In what ways might the export controls affect NVIDIA and its market?

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What are the potential future trends for open-source models based on the discussion of Deepseek?

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