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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC

Business, Investing, Tech News, News

4.4 • 693 Ratings

🗓️ 30 January 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jonathan Ross is the Co-Founder and CEO of Groq, providing fast AI inference. Prior to founding Groq, Jonathan started Google's TPU effort where he designed and implemented the core elements of the original chip. Jonathan then joined Google X's Rapid Eval Team, the initial stage of the famed "Moonshots factory," where he devised and incubated new Bets (Units) for Alphabet. 

The 10 Most Important Questions on Deepseek:

  1. How did Deepseek innovate in a way that no other model provider has done?

  2. Do we believe that they only spent $6M to train R1?

  3. Should we doubt their claims on limited H100 usage? Is Josh Kushner right that this is a potential violation of US export laws?

  4. Is Deepseek an instrument used by the CCP to acquire US consumer data?

  5. How does Deepseek being open-source change the nature of this discussion?

  6. What should OpenAI do now? What should they not do?

  7. Does Deepseek hurt or help Meta who already have their open-source efforts with Lama?

  8. Will this market follow Satya Nadella's suggestion of Jevon's Paradox?

  9. How much more efficient will foundation models become?

  10. What does this mean for the $500BN Stargate project announced last week?

 

Transcript

Click on a timestamp to play from that location

0:00.0

So everyone's seen the news about DeepSeek today.

0:02.0

Is it as big a deal as everyone is making point?

0:06.0

Yes, it is Sputnik 2.0.

0:09.0

It is true that they spent about 6 million or whatever it was on the training.

0:13.0

They spent a lot more distilling or scraping the Open AI model.

0:19.0

I can't speak for Sam Altman or Open AI, but if I was in that

0:22.9

position, I would be gearing up to open source my models in response because it's pretty clear

0:28.2

you're going to lose that. So you might as well try and win all the users and the love from open

0:33.0

sourcing. Open always wins. Always. This is 20 VC with me, Harry Stebbings, and today we focus on Deepseek.

0:39.5

As our guest put it today, this is Sputnik 2.0.

0:43.0

And joining me for the discussion is one of the best placed in the business, Jonathan Ross,

0:47.8

co-founder and CEO of GROC, providing fast AI inference.

0:52.0

Prior to founding GROC, Jonathan started Google's TPU effort, where he

0:56.3

designed and implemented the core elements of the original Google chip. But before we dive in today,

1:02.2

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1:07.6

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1:28.4

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1:34.1

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1:50.2

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1:51.2

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1:57.7

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...

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