This podcast episode discusses the implications of the release of DeepSeek, a state-of-the-art Chinese AI model, and its impact on the AI market. The hosts analyze DeepSeek's capabilities, cost-effectiveness, and the narrative surrounding its development, contrasting it with Western models like GPT. They then discuss OpenAI's recent releases, Deep Research and Stargate, and their significance in the ongoing AI race. The conversation concludes with predictions for the AI landscape in 2025, focusing on market consolidation, the rise of vertical AI applications, and advancements in robotics and reasoning models. One key takeaway is the 180x decrease in cost per token for equivalent AI models over the last 18 months, highlighting the rapid commoditization of AI technology.
