- DeepSeek's low-cost learning is not an important factor.
DeepSeek is very hot for learning low cost. First of all, I don't think it was made that low cost. China is a country subject to Tier 3 AI semiconductor regulation, and in fact, it is because of China that it regulates the export of AI semiconductors, and I can't say that I spent a lot on it.
Also, as many people have said, "frontiers" who make new discoveries need much more resources. So far, DeepSeek looks more like a "follower."
Many technologies were applied in the DeepSeek paper (technical documents rather than technical documents), so did they only be used by DeepSeek? Is it just commerciality that U.S. AI companies, including OpenAI, do not disclose detailed technical documents?
AI has the same level of ripple effect as "nuclear technology" (borrowing a metaphor from a former OpenAI researcher). The reason for not sharing technical documents is surely the purpose of maintaining AI hegemony in the United States.
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DeepSeek's low-cost learning is not a key factor, at least from the U.S. standpoint.
The U.S. is a reserve currency and a hegemonic power. After the Sputnik shock, the U.S. raised NASA's budget to 0.75% of GDP. For the U.S., "defeat" is the most important thing, and capital is not that important. Would the U.S., which owns more than half of the global stock market capitalization, want to give up AI hegemony for money?
That will never be the case.
The U.S. spends $500 billion, about 700 trillion won, on Stargate, which means that there will be little interest in DeepSeek achieving high performance at a low cost (whether it is true or false).
The United States, or more precisely, the United States government, will be focused solely on whether "DeepSeek really has the best technology" and "whether the United States can maintain and strengthen AI hegemony in the future," and will be investing huge amounts of capital in AI hegemony.
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DeepSeek's "low cost" is not the point.
"Who has AI technology?" is the key.
This is because it will determine who holds the hegemony of the world.
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