Part 5/8:
Deep Seek: A Game-Changer in AI
In discussing the development and implications of a significant AI model known as Deep Seek, Gersner clarified that this open-source model could potentially disrupt the AI landscape, despite its relative infancy compared to leaders like OpenAI. He noted that the cost of training such models has markedly decreased, enabling more players to participate in the AI market.
Gersner also stressed the importance of understanding training costs and how they impact companies that are scaling AI solutions. While some rushed to conclusions about the viability of AI computing costs, he cautioned against misunderstanding the long-term needs for infrastructure and compute capacity, predicting a shortage of such resources in the coming three years.