DeepSeek is distilling off of open AI.

Open AI is rich enough to complain to say, oh, well, you know, that's not good, even though

they've trained their models on everything that's out there on the internet without permission.

But it's a real moment. It's like a shift or it's an indicator of something.

One source actually told me like a tech person was like, look, this is exciting in a way

because it lowers the cost of the AI that's on tap for like founders and people who want

to develop new products and new services and things like that.

And so it's an opportunity.

It's my pleasure to welcome back to the podcast, senior business and technology correspondent

for CBS News.

Joling Kent, welcome back, Joling.

Hi, Andy.

How are you?

I'm doing great.

It's true.

You did know me when I was, Andy, because we've known each other for a long time.

No, no, it's ultimately good.

People will appreciate that.

So I wanted to have you on because I've gotten a whole slew of questions about deep seek, AI, markets, tech, big tech, et cetera, et cetera.

And I thought, who could I bring on that is a deep head in this stuff,

has spent time in Asia for years and years and looks at this stuff professionally?

And I thought of you.

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