This co-hosted podcast discusses the emergence of DeepSeek, a Chinese AI app, and its implications for the US AI market. The hosts analyze DeepSeek's surprisingly low development cost and its competitive parity with leading US models, prompting a discussion about the future of AI development and investment strategies. They highlight the potential shift towards software-driven innovation over hardware reliance, exemplified by DeepSeek's efficiency despite resource constraints in China. The discussion then pivots to the impact on major tech companies and the upcoming earnings calls of several tech giants, predicting a focus on capital expenditure and R&D strategies in response to DeepSeek's success. Finally, the hosts speculate that 2025 will be the "year of AI efficiency," emphasizing the importance of software optimization in future AI advancements.
