Part 3/8:
Many experts describe DeepSeek’s progress as a form of reverse engineering. They have effectively studied and replicated the complex architecture of existing U.S.-based models, allowing them to achieve similar results without reinventing the wheel. While this is still a remarkable technical feat, Bogle emphasizes that the true "Sputnik moment" — the pivotal point that signals a shift in technological dominance — would come if a Chinese company managed to develop a model capable of doing something that current U.S. models cannot.
In other words, for now, Chinese AI companies are playing catch-up by mimicking U.S. breakthroughs, but the real threat—and exciting opportunity—lies in pioneering genuinely unique capabilities that surpass current frontiers.