"I think the short answer everyone should take is: game on — but large models still really matter," he added.
Victor Riparbelli, CEO of AI video platform Synthesia, told CNBC that although DeepSeek challenged the "paradigm that brute force scaling is the only way to kind of build better and better models," the idea that companies are going to suddenly shift significant amounts of their AI workloads is misguided.
"I still think that when you look at users of these technologies, all the workflows, I think when we look back in three months' time, I think 0.01% of those is going to be moved to Deepseek from OpenAI and Anthropic," Riparbelli said.