DeepSeek vs OpenAI: What This Battle Means for the Future of AI | The Tom Bilyeu Show

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Impact Theory

Education, News, News Commentary, Philosophy, Technology, Society & Culture, Business, Self-improvement

4.7 • 5.1K Ratings

🗓️ 28 January 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to Impact Theory with Tom Bilyeu. Today's episode is an emergency podcast on the phenomenon that's shaken the tech and investment worlds over the weekend—Deep Seek. What started as a quiet innovation has now rocketed to the top of the App Store, dethroning even giants like OpenAI and Gemini. Our host, Tom Bilyeu, alongside producer Drew, dives deep into what Deep Seek is, why it's an absolute game-changer, and its staggering implications for AI, technology investments, and the future of market strategies. Is this the end of expensive training models, and has the focus firmly shifted towards reasoning and inference? Tune in as we unpack why Deep Seek's launch could mark the worst possible time to be an average investor and what this means for the future of AI and global competition. If you haven't already, make sure to subscribe and be part of this critical conversation. Let's get started! SHOWNOTES 00:00 The Future of AI Training 03:25 Reasoning's Impact on AI Evolution 08:06 Deep Seek: Data Security Concerns 11:51 "Work Hard, Smart, and Longer" 16:29 Navigating Financial Strategies 2025 20:41 Investors' Shift from Capital-Intensive Companies 21:26 Balancing Investment in Scientific Progress 25:08 Asteroid Threat: Brace for Impact CHECK OUT OUR SPONSORS Range Rover: Range Rover: Explore the Range Rover Sport at https://landroverUSA.com Audible: Sign up for a free 30 day trial at https://audible.com/IMPACTTHEORY Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out. Tax Network USA: Stop looking over your shoulder and put your IRS troubles behind you. Call 1-800-958-1000 or visit https://impacttheory.co/TNUSAJan Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Emergency Podcast, everybody.
0:01.4	The markets went crazy today due to the deep seek phenomenon
0:04.7	that seems to prove that the age of AI has shifted
0:07.5	from training models to a model's ability to reason.
0:10.8	I'll explain why I think that is very incomplete
0:13.0	and why this is the worst possible time in human history
0:16.3	to be the average investor.
0:18.6	Drew, it was quite the weekend.
0:21.6	Man, DeepSeek took over the internet, number one on the app store.
0:24.6	They beat OpenAI at number two, Gemini at number four.
0:27.6	I seen people tweeting about it like crazy, so please, we had to break our production schedules.
0:31.6	We shut down the team meeting, everything.
0:34.6	Please explain to us what DeepSeek actually is and why it matters in this moment to us.
0:38.8	So what Deep Seek did was go, well, you guys spent the billions of dollars to train
0:45.9	chat GPT on what the world is like.
0:49.5	That's probably the easiest way to think about it.
0:51.3	What is the world like?
0:52.7	And what I'm going to do, it's something
0:54.6	called synthetic data. I'm just going to prompt chat GPT over and over and over and over and over,
1:01.2	like a lot. I'm going to prompt the living daylights out of this thing to describe to me the model
1:08.4	that it has hidden inside of it that it learned by crawling all of this data. And so I'm not going to do the model that it has hidden inside of it, that it learned by crawling all of this data.
1:12.3	And so I'm not going to do the work of building that model.
	...

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