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The Twenty Minute VCJonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253
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Episode Details
EPISODE INFO
- Released
- January 29, 2025
- Duration
- 1h 0m
- Channel
- The Twenty Minute VC
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Jonathan Ross is the Co-Founder and CEO of Groq, providing fast AI inference. Prior to founding Groq, Jonathan started Google’s TPU effort where he designed and implemented the core elements of the original chip. Jonathan then joined Google X’s Rapid Eval Team, the initial stage of the famed “Moonshots factory,” where he devised and incubated new Bets (Units) for Alphabet. ---------------------------------------------- Timestamps: (00:00) Intro (02:01) Is DeepSeek News as Big a Deal as It Seems? (04:33) Distillation & DeepSeek's Use of OpenAI Data (07:18) Scraping OpenAI Models for Higher Quality Output (11:40) Concerns About US Customer Data Going to China (13:08) DeepSeek and Its Potential Use by the CCP (23:13) Is DeepSeek Diminishing OpenAI's Distribution Advantage? (33:07) Advising the EU on Europe's Stance Today (34:48) Perplexity in 3 Years (37:22) Commoditization of Models & Big Tech's Stock Struggles (41:01) Nvidia's High Margins and the Strength of Their Moat (42:55) The Future of Efficiency After Nvidia's Success (49:50) The $500BN Stargate Project (54:01) Excitement or Nerves in the AI Arms Race? (57:54) Where Does Value Accrue in Wrapper Apps & Foundation Models? ---------------------------------------------- The 10 Most Important Questions on DeepSeek:
- How did DeepSeek innovate in a way that no other model provider has done?
- Do we believe that they only spent $6M to train R1?
- Should we doubt their claims on limited H100 usage? Is Josh Kushner right that this is a potential violation of US export laws?
- Is DeepSeek an instrument used by the CCP to acquire US consumer data?
- How does DeepSeek being open-source change the nature of this discussion?
- What should OpenAI do now? What should they not do?
- Does DeepSeek hurt or help Meta who already have their open-source efforts with Lama?
- Will this market follow Satya Nadella’s suggestion of Jevon’s Paradox?
- How much more efficient will foundation models become?
- What does this mean for the $500BN Stargate project announced last week?
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SPEAKERS
Harry Stebbings
hostJonathan Ross
guest
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Harry Stebbings and Jonathan Ross, Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 explores DeepSeek’s Sputnik Moment: Open Source AI, China, and Global Power Jonathan Ross argues that China’s DeepSeek R1 release is a “Sputnik 2.0” moment, proving that frontier AI models are now effectively commoditized and can be trained far more cheaply using better data and clever architectures. He explains how DeepSeek leveraged distillation and mixture‑of‑experts (MoE) to match or approach Western model quality while spending relatively little on GPU training, likely using OpenAI itself as a data teacher.
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