Deepseek shocked the world this week. Here’s how the technological executives responded
Microsoft The CEO of Satya Nadella commented on her “real innovation”. Openai’s Altman described it as a “obviously great model.” Apple Tim Cook CEO said “Innovation that triggers efficiency is a good thing.” AND Palants Alex Karp said he showed the importance of “effort for all countries.”
Technically executive directors spoke of Chinese Deepseek, which broke out from ambiguity this week and in the middle of the technological universe. In the last few days, these executors and many of their peers have been dealing with questions about the new artificial intelligence model of the startup laboratory, which has amazed experts and has been much more profitable to create than competitive models in the United States
Deepseek’s mobile app shot to the top of the ladder At Apple’s App Store Store at the beginning of the week and remained in a leading place from Friday, on the eve of Openai’s Chatgpt. Reports that his new R1 model, which is a rival Openai’s O1, costs only $ 6 million to create a chips -based section Nvidia and Broadco lower 17% on Monday, sweeping Combined $ 800 billion in market limit.
The weather was great. Deepseek’s Rolling landed just like technology Earning season had to start, with TargetMicrosoft, Tesla and Apple all reports between Wednesday and Thursday and a week in President Donald Trump The second term in the office. Trump emphasized the importance of the USA win, especially against China, and in his first week in the White House he announced a project called View That calls for an Openi, Prophet and Softbank Investing billions of dollars to strengthen homemade infrastructure.
There were many discussions on the network of the importance of Deepsek’s introduction and whether the financial achievement was real. New Semianalysis Research Company Report estimated Deepseek cost “significantly exceeding $ 500 million in the history of the company”.
But it was an inevitable topic this week throughout the industry. AI is currently the focus of every company, especially in technology, where industry leaders consume tens of billions of dollars that make data centers and buy advanced chips to develop more powerful models. For the leaders of US technological companies, a combination of aspect is the need to defeat China’s main opponent in the most important technology of the future.
“Technology is not inherently good” and could represent threats in the wrong hands, Karp said, executive director Palanti CNBC -ova Sara Eisen In an interview aired on Friday. “We have to admit it, but it also means that we have to run stronger, run faster, have an effort on all countries.”
Cook is an analyst at Apple’s invitation to make money if Deepseek Development changed his views on the margins of the company and the potential for cost counts to be crashed. Cook, whose company has just reported a record gross marginoffered a vague response.
“Generally, I think the innovation that drives efficiency is a good thing,” he said. “And, you know, that’s what you see in that model. Our narrow integration of silicon and software, I mean, will still serve us well.”
The day before, the meta ceo Mark Zuckerberg He suggested that the overall situation is tinted and that early reports and results of one model basically do not change the equation. Meta said last week that he would invest Between $ 60 billion and $ 65 billion in 2025 to expand its computer infrastructure relating to artificial intelligence.
“It is probably too early to have a strong opinion on what it means to travel around the infrastructure and coat,” Zuckerberg said about Deepsek, about his company Call of Earnings in the Fourth quarter. “There is a bunch of trends that happen here at once.”
‘Bending the curve’
On Microsoft’s callIn her introductory remark, Nadella said that people who want to run the Deepseek R1 “will soon be able to” at the Copilot+ PCS company and on graphic processing units (GPU) on Windows.
Later, at the invitation, Nadella asked the analyst if “AI scale see now we see at lower costs.”
“What is happening with AO is not different from what happened to the regular calculation cycle,” Nadella replied, adding that “she is always about bending the curve and then putting more points in the curve.”
He said Deepseek shows some “real innovation” and that the Openi, which Microsoft Backs, sees similar improvements. Ultimately, he said, “Commodity everything,” with customers as main users.
LinkedIn co -founder Reid Hoffman, an early investor in the Openi and a member of the Microsoft Committee who also faced Inflection AI, told CNBC that this was not a panic time. Hoffman presented his latest AI startup this week, called Manas Ai, supported by almost $ 25 million, and try to accelerate the drug detection process with the mission.
Hoffman said that although Deepsek can encourage US companies to pick up the pace and share their plans before, new discoveries do not suggest that big models are bad investment.
“The competition game is included,” he said. “But I don’t think that’s” Oh my God, we’re losing! “Like American technology.”
Openai is perhaps the most foraged competitor, and the ALTMAN CEO has called the R1 “Obviously a Big Model” at the event in Washington, DC, Thursday. He also repeated the feelings expressed by President Trump, who said Deepseek should be “Awakening Call” For us technology.
“This is a reminder of the level of competition and the need to win the democratic Ai to win,” Altman said. “This is a powerful model and I think it is a reminder of the level of interest in reasoning, the level of interest in an open source.”
Earlier in the week, Altman took to x To determine the opening of the intention to continue pushing forward.
“Obviously we will deliver much better models,” he wrote in the post 27 January. “And he is also legally empowered to have a new competitor!”
– CNBCS Jordan Nolelet, Hayden Field, Kif Leswing, Ashley Capoot and Jonathan Vanian contributed to this report.
