Part 3/9:
While some investors might have been caught off guard, loyal viewers of China Update have been following Deep Seek and the broader Chinese AI sector for some time. Venture Capitalist Mark Andreessen described the model’s release as “AI’s Sputnik moment,” drawing parallels to the Soviet Union's surprise launch of the first satellite in orbit. This comparison highlights the disruptive potential of Deep Seek's technology in a space dominated by heavyweights like OpenAI, Microsoft, and Meta.