A DeepSeek Breakthrough and TikTok’s Future 1/27/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 27 January 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

A massive market sell-off prompts discussion – and fear – around Chinese AI startup DeepSeek; the company’s latest large language model innovation has displaced OpenAI’s ChatGPT in popularity and, possibly, effectiveness. AT&T CEO John Stankey weighs in on the rate of innovation and evolving business models, as well as the state of the wireless market. Plus, Former U.S. Congressman Patrick McHenry (R-North Carolina) discusses international technology and the future of TikTok. Relations between China and the U.S. have reached a possible inflection point. John Stankey - 19:12 Patrick McHenry - 31:00 In this episode: Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:03.0	Hi, I'm CNBC producer Katie Kramer.
0:07.0	Today on Squawk Pod.
0:09.0	Deep Seek Monday, a global market sell-off on the promise of a new artificial intelligence model from China.
0:16.0	It was more human. The reasoning is shocking.
0:20.0	I mean, there were moments where I was like, oh my God.
0:22.7	Is it better than what we're building in the U.S.?
0:25.3	This feels like the Sputnik moment for the AI race?
0:29.7	And what are the national security concerns?
0:32.2	Former Congressman Patrick McHenry weighs in.
0:35.1	Faster, better, and cheaper still wins,
0:37.3	no matter if it comes from a communist state or from an open society.
0:41.3	But CEO of AT&T John Stanky says it's AI innovation's early innings.
0:47.3	We may need to get used to news waves like these.
0:50.3	I think we're going to see chapter after chapter where we wake up one morning and somebody
0:55.9	has a better mousetrap or does something a little bit different.
0:59.1	And we should expect that because certainly the internet and the business models on the internet
1:02.9	today don't look the same that they looked at like in 2000s.
1:08.0	Plus, the Trump tariff threat that shook South America.
1:11.6	There could have been an all-out trade war of some sort for President of Columbia,
1:15.6	one point one who's going to put tariffs on the U.S.
1:18.6	It's Monday, January 27th. Squawk Pod begins right now.
	...

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