Bedell Frazier Investment Counselling

DeepDive on DeepSeek and Beyond - Another Rapid Rundown

Season 2025 Episode 4

The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders.  DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears that China has gained on America’s AI advantage. What’s more, DeepSeek’s LLMs were created despite US aggressive export controls designed to limit China’s access to the advanced semiconductor chips that are believed to be required for AI work. Then there’s this: It’s doing it at a fraction of the cost. Simply put, DeepSeek claims to be 97% cheaper and actually performs on par with ChatGPT, Gemini, Meta AI and Claude...

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