Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.8 • 56 Ratings

🗓️ 23 January 2025

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chinese internet firm ByteDance unveiling a new top-performing model that escalates the AI competition between China and the U.S. We look at how key American AI leaders at Davos are reacting to the way Chinese AI advances are changing the race.

Transcript

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0:00.0	First, we were reeling from the success of China's AI upstart deep seek.
0:04.3	Now TikTok's parent company, BiteDance, has just entered the AI race in a big way,
0:09.2	escalating competition between the U.S. and China.
0:12.0	Dear Jabosa has more in today's tech check.
0:14.4	Deerja?
0:15.5	Kelly, I feel a little bit like a broken record this week, but the momentum from Chinese AI players
0:20.5	has been unrelenting.
0:22.6	Byte dance, as you mentioned, now claims that its model, Duobao 1.5 Pro, outperforms OpenAI's
0:29.1	latest reasoning model products. And just days before you mentioned this, an open source model
0:33.7	out of Chinese AI Lab Deepseek was released that rivals opening eyes, 01, on several
0:39.6	third-party performance benchmarks.
0:41.6	But those two have something else besides performance in common that makes it starkly different
0:46.8	than our American ones, and that is cost.
0:49.3	They were many times cheaper to build and are many times cheaper to access.
0:53.8	So developers are really interested in these models.
0:58.0	Big American players too at Davos are taking note.
1:01.0	We should take the development out of China very, very seriously.
1:05.0	What we found is that DeepSeek, which is the leading Chinese AI lab,
1:10.0	their model is actually the top performing
1:12.9	or roughly on par with the best American models.
1:15.8	If the United States can't lead in this technology, we're going to be in a very bad place
1:19.2	geopolitically.
	...

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