Conversations with Institutional Investors

109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model

In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show!

Overview of Podcast with Will Liang on DeepSeek

01:00 First impressions of DeepSeek

03:00 Is DeepSeek really a revolution?

04:00 OpenAI did not spend billions of dollars developing one model

04:30 DeepSeek and memory saving

08:00 Mag Seven and investment plans

10:00 Jevons' paradox in AI and related industries

11:00 I don't think DeepSeek is a distilled model

13:30 Should we be worried about data being fed back to China?

16:30 DeepSeek has released a lot of LLM secrets to the public

18:00 Applications of DeepSeek in the investment industry

22:00 You will see a lot more distilled models of DeepSeek

25:00 A wake up call for the investment industry

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