Is DeepSeek the new DeepMind?

AI supremacy isn't just about compute or U.S. leadership, it's about how you work to make models more efficient and improve their accessibility for everyone.

Happy Lunar 🐍 New Year from Taichung, Taiwan. I may be posting less in the next week or two due to spending more time with family and loved ones.

DeepSeek is trending

Over the last week especially but over the last month generally, the AI Zeitgeist is flooding with what DeepSeek’s R1 means for the larger ecosystem and the future of AI as a whole. See some articles I’m reading on DeepSeek here (Google Doc).

It’s an important moment in so far as everything from export controls to AI Infrastructure, to capex spend or AI talent moats are being put into question. In China, even how they work is facing a stiff test:

“Chinese tech firms are known for their grueling work schedules, rigid hierarchies, and relentless internal competition. By contrast, DeepSeek's flat management structure focuses on empowering its workers with autonomy and creating a collaborative environment.” - J.S. Tan, Source.

Recent articles on AI Supremacy

1. The AI Semiconductor Landscape

2. How to Use Google's Deep Research, Learn About and NotebookLM Together

3. How to use NotebookLM for personalized knowledge synthesis

4. Top AI Tools of 2024

5. Note to Our Energy Sucking Overlords

• In this article (with over 29+ citations) we try to uncover and understand better what is going on with DeepSeek’s models and its story going viral.

• We unpack what it means for the AI industry and in tandem with the AI Infrastructure explosion in capex spending.

• The article curates quotes, infographics and points of view from a variety of sources, meanwhile I also share my own opinions. I may add more posts on DeepSeek from guest writers this week due to the relevance of their work for the entire AI global community.