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The Daily

China Challenges Silicon Valley for A.I. Dominance

Mon, 3 Feb 2025

Description

Financial markets went into a panic last week over an obscure Chinese tech start-up called DeepSeek. The company now threatens to upend the world of artificial intelligence and the race for who will dominate it.Kevin Roose, a tech columnist at The Times, discusses how DeepSeek caught us all off guard.Guests: Kevin Roose, a technology columnist for The New York Times and co-host of the Times tech podcast, “Hard Fork.”Background reading: DeepSeek’s model has rocked Silicon Valley and upended several fundamental assumptions about A.I. progress.Listen to “Hard Fork”: Your guide to the DeepSeek freakout.For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Greg Baker/Agence France-Presse Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Audio
Transcription

Full Episode

1.51 - 25.94 Natalie Kitroweth

From The New York Times, I'm Natalie Kitro-Eff. This is The Daily. Last week, financial markets went into a panic over an obscure Chinese tech startup called DeepSeek. That company now threatens to upend the world of artificial intelligence and the race for who will dominate it.

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27.472 - 57.804 Natalie Kitroweth

Today, my colleague Kevin Roos, a tech columnist and the co-host of the podcast Hard Fork, on how DeepSeek caught us all off guard. It's Monday, February 3rd. Hi, Kevin. Hello.

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58.504 - 59.224 Kevin Roose

So great to be here.

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59.965 - 67.408 Natalie Kitroweth

So let's jump in. Kevin, how did this giant AI tech freakout begin? Tell us that story.

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67.908 - 85.917 Kevin Roose

So the freakout really started in earnest with a Chinese AI company called DeepSeek. And DeepSeek had released a new AI model. You know, models are released all the time. Generally, they don't make international news. But this model was different in a few ways.

88.914 - 94.436 Unknown

DeepSeek released its new chatbot app, which is said to perform as well as ChatGPT.

94.736 - 106.079 Kevin Roose

One of them was that it just appeared to be a really good model, like better than the leading Chinese models at the time and on par or close to on par with the leading American models.

106.599 - 109.941 Unknown

A new AI king was crowned today. Well, at least for now.

110.141 - 112.142 Kevin Roose

And so the DeepSeek app.

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