Behind the DeepSeek Hype, AI is Learning to Reason

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4.8 • 1.9K Ratings

🗓️ 20 February 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

DeepSeek's breakthrough in AI sent markets reeling. But behind the headlines lies a crucial shift: AI that can actually reason and think. As labs race toward self-improving AI, the real question isn't how fast we can go, but how to steer this power for the benefit of us all.

Transcript

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0:00.0	Hey everyone, it's Aza. Welcome back to your undivided attention. So today we are going to be doing actually a bit of a special episode. It's going to be me here with our co-founder Randy Fernando, who was at Nvidia for seven years. And what we really want to do
0:22.3	is give you some insights into the latest set of AI models that came out. So these are
0:28.8	Open AIs 03, Deep Seaks R1, and actually they're following on Open AIs 01 from a little, a couple
0:36.3	months ago. And we want to talk about what makes them a big deal,
0:41.3	why we have switched into a new paradigm
0:44.1	and how these models get trained
0:45.5	and what's going on behind the scenes.
0:47.7	So first, Randy, thanks for joining me.
0:50.1	Glad to be here.
0:51.5	First place to start is, you know,
0:52.9	this new model from China, deep sea car one, it dropped.
0:56.1	And it ended up creating this frenzy in media.
1:00.0	It shook global markets.
1:02.9	The hype is quieted down.
1:04.3	And actually, you know, I think that the drop in global markets was very irrational.
1:09.8	But let's talk a little bit now about what makes this a key inflection point in AI tech.
1:17.6	I think there were several things, right?
1:20.4	And I'm not sure exactly which order to go, but I'll just name a few.
1:25.0	One was low-cost, high-performance reasoning. Like, it actually performed well and people
1:30.8	used it and that was really impressive. Now, there are some asteris about the cost because
1:38.0	the cost didn't account for the GPUs, the salaries.
1:42.0	Just to jump in, there's a widely reported number that between $5 to $6 million,
	...

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