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The John Batchelor Show

Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially mislea

The John Batchelor Show

John Batchelor

Arts, Books, News, Society & Culture

4.52.8K Ratings

🗓️ 10 October 2025

⏱️ 9 minutes

🧾️ Download transcript

Summary

Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition

Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition.


Transcript

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0:00.0

This is CBSI on the world.

0:05.8

I'm John Batchel.

0:06.8

I welcome my colleague Chris Regal, CEO of Scholar.com, a global technology firm,

0:12.2

business on all the major continents, and intimately involved in the development of what we now generally call AI.

0:20.1

Chris, a very good day to you.

0:22.1

A report done recently by a National Institute

0:24.9

looking at the claims that Deepseek made

0:28.3

when it first revealed itself as faster, cheaper, better

0:32.7

than the comparable examples at, say, Microsoft or Google are certainly the comparable examples

0:41.0

of combining NVIDIA's chips with TSM's making of those chips with ASMLs, making of the

0:49.7

fabs that make those chips. The whole chain leading to results that were cheaper, and everybody noticed

0:56.1

that right away, the market certainly reacted immediately thinking, oh, wait a minute, we're

1:01.8

spending too much money for the same result. And then, so the question raised by this recent

1:07.3

study is the non-transparency of Deep Seek and the possibility that they were,

1:15.4

let's say, taking a ride on a horse named NVIDIA.

1:20.9

Can you help us understand what the issues are about Deep Seek, the questions that still need to be answered?

1:27.0

Good evening to you. Good evening, John. When Deep Seek, the questions that still need to be answered. Good evening, too.

1:28.3

Good evening, John.

1:29.3

When Deep Seek came out with its first models publicly, it was a very interesting moment,

1:37.2

kind of like the Sputnik moment for AI within the U.S.,

1:41.0

where this Chinese upstart seemed to have some incredibly remarkable results

1:46.2

using a more innovative strategy or more innovative approach towards AI, and the fear in the

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