The launch of China's DeepSeek AI chatbot has significantly disrupted the tech market by offering a free assistant that requires less data and lower-cost chips than US competitors like Nvidia. With DeepSeek surpassing ChatGPT in download rankings, experts suggest this development could transform AI investment dynamics. Venture capitalist Marc Andreessen praised it as a remarkable breakthrough, while Wall Street's tech stocks experienced a significant downturn. Analysts remain skeptical of DeepSeek's cost claims and the implications of potential chip workaround strategies. Overall, this situation raises questions about the future of AI development and investment strategies.
"The DeepSeek app is free to use and uses lower costs chips and uses less data than Western competitors."
"We still don't know the details and nothing has been 100% confirmed in regards to the claims, but... if there truly has been a breakthrough in the cost to train models from $100m-plus to this alleged $6m number, this is actually very positive for productivity and AI end users as cost is obviously much lower."
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