Is DeepSeek the next disrupter or just another hyped-up app?

Is DeepSeek the next disrupter or just another hyped-up app?

The Chinese AI platform DeepSeek took the top spot as the most downloaded free app in the US on Apple’s App Store last week. But it might not be the disrupter it claims to be…

According to a Reuters article, the DeepSea chatbot achieved only 17% accuracy in delivering news and information in a NewsGuard audit. This ranked it tenth out of eleven in a comparison with its competitors including OpenAI's ChatGPT and Google Gemini.

Its security performance is also currently lacking. It exposed 1 million sensitive records, according to Forbes, while The Open Data Institute ranked it at low maturity for all but one of our seven transparency dimensions.?

There are also reports that the DeepSeek-V3 model was trained for around US $6 million. This has led to an abundance of articles on LinkedIn calling it a game-changer for bringing the same level of reasoning as ChatPT for a fraction of the cost.?

But this may not be true.?

Dario Amodei, co-founder and CEO of Anthropic, says that DeepSea’s figures just don’t add up. Claude 3.5, a mid-size model cost a few $10s of millions to train, he said, and it reportedly outperforms DeepSeek on most benchmarks.?

In comparison, OpenAI has had around $7 billion in funding.?

It’s also possible that the $6m only represents one phase of training, not the whole cost of development.?

AI Uncovered reports that DeepSeek might have had access to 50,000 Nvidia H100 GPUs, which if true, would mean the computing infrastructure alone is worth close to US $1 billion.?

While DeepSeek’s investment in training a single model may have been lower, its overall expenditure could still rival that of its competitors. But regardless of the exact figures, its current performance makes it clear that it might have a way to go before it truly threatens existing models.?

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Ha Eun Ruppelt

Ardmore Shipping | Maritime | Oil & Energy | Innovator | Change Management | Global EMBA Candidate IESE Business School

3 周

There has been some clarification on the cost factor. Look like the $6M mark was the computing power for its base model rather than for the entire development. It was merely a cost for final training run which compares to others. However, what is new is that DeepSeek seems to incentivize reasoning capability, having it think more like a human and removing human elements in the beginning - making it step closer to AGI (artificial general intelligence). THAT is exciting and could truly transform the field - but all the other announcements seem to be a strange hype considering that DeepSeek has been leaking information and methods for a while...so what happened on Jan 27th is a bit of a mystery, but whether it's hype or not, it's good to create a bit of urgency and competition in this space to push the boundaries some more! Excited to see what else comes out of this. Such a transformative time to be alive!

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