What China’s DeepSeek Means for AI
When co-CIO Greg Jensen and AIA Labs Chief Scientist Jas Sekhon learned about the latest model release from the Chinese lab DeepSeek – DeepSeek-R1, there were a few questions that came to mind:
- Does DeepSeek’s success suggest advances in AI models can be quickly matched by competitors—effectively making good AI models a commodity?
- If AI models become commoditized, who are the winners and who are the losers? And will leading AI labs be incentivized to pursue significant new investment to improve their models?
- What does this mean about the prospects for further AI breakthroughs from here?
- And how much should we even trust the claims being stated about what DeepSeek has achieved?