Monologue: What Happened With DeepSeek?
Better Offline
Cool Zone Media and iHeartPodcasts
4.6 • 687 Ratings
🗓️ 6 February 2025
⏱️ 11 minutes
🧾️ Download transcript
Summary
In the first of a new series of weekly monologues, Ed Zitron breaks down what exactly happened with DeepSeek, and how it threatens to pop the AI bubble.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed human. |
| 0:07.0 | New Year's resolution. |
| 0:08.8 | Own how you show up online. |
| 0:10.7 | It's easy with a domain and matching email from GoDaddy. |
| 0:13.7 | Now just 99 cents per month for new customers their first year. |
| 0:18.2 | Ring in 2026 with a domain and matching email at goaddy.com slash new year. That's go daddy.com |
| 0:25.3 | slash new year to own how you show up online. |
| 0:32.9 | Hi and welcome to the very first better offline monologue. |
| 0:38.5 | This is going to be a short weekly episode where I take a quick look at something going on in the tech industry that doesn't quite warrant a full episode. |
| 0:45.6 | One might say they're like quick bites of content quibbies, if you will, and this is a business model that's proven successful time and time again. |
| 0:53.1 | This week, I'm going to give you |
| 0:54.3 | a distilled rundown of a recent situation at Rock, both the economy and the AI world, for those of |
| 0:59.3 | you that either need a refresh or rejected the notion of a two-part podcast. |
| 1:07.3 | At the end of January, something happened that radically overturned not just the AI industry's status quo, but also called into question the dominance of the American tech industry. |
| 1:19.6 | Our story starts on January 20th, when a little-known Chinese company called Deepseek released its R1 AI model, terrifying the Western tech behemoths that |
| 1:28.9 | plowed over $200 billion combined into data centers and industrial-grade graphics processing units, |
| 1:34.7 | GPUs for others, to power generative AI models like those behind chat GPT and Anthropics clod. |
| 1:41.2 | Like OpenAI's 01 model, DeepSeek's R1 model is a reasoning model, which is a way to say that it works through problems step by step, showing the users the steps it took to reach its conclusion. |
| 1:52.0 | Generally when you make a request of a generative model, it generates an answer, probabilistically, meaning it's guessing at each next bit, based on the request you've made. |
| 2:06.8 | In the case of OpenAIs are one model, and indeed Deepseeks R1 model, the model thinks, and I use that term loosely. These models do not know anything, they're not thinking, they have no consciousness. |
| 2:11.4 | But they think through each step by generating it piece by piece and reviewing it piece by piece |
... |
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