An inside personal look at trying to recover from a fire. From Marketplace, I'm Subri Beneshore,

in for David Brancaccio. First an update on AI. After their stocks took a whoopin, big tech

companies have responded to worries around their competitiveness. This is after Chinese AI

startup DeepSeek made major AI advances for a fraction of what

U.S. companies have invested. CEOs of META and Microsoft address the concerns as their companies

reported results, marketplaces, Nova Saffo has more. The message from chief executives of Microsoft

and META, yes, Deep Seek did come up with some efficiency innovations, but that's not necessarily a surprise, says Microsoft such in Adela.

We ourselves have been seeing significant efficiency gains in both training and inference for years now.

Training and inference are two types of AI computations.

Experts are undecided on all of Deep Seek's claims, but Wall Street is still wondering,

if AI is getting cheaper, do we really need to spend so much money on new computer farms?

Metas Mark Zuckerberg says, yes, the big players have to.

We're just serving billions of people, which is different from, okay, you start to pre-train a model,

and that model is sort of

agnostic to how many people are using it. In short, deep-seek and meta are apples and oranges.

Wall Street analysts, though, remain skeptical. I'm Ne I'm I'm

I'm

the We're going to Hi, this is Alex from Potoski, Michigan. As a college student studying management and finance,

I look forward to getting an unbiased report on the U.S. economy every morning from Marketplace.

Even though they aren't there in real life, the Marketplace gang shares every breakfast

with me and is the best way to start each day.

Join me and supporting Marketplace with the gift today.

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