New AI Chatbot Deepseek takes the technology world by storm and has even degraded chat from top spot in iOS App Store.
There is definitely a lot of speculation about the potential Deepseek grips, as well as what this may mean for some of the biggest players in tech right now. Lots of both new and existing companies have invested billions of dollars in large language models in the last few months alone – but Deepseek has the opportunity to cause chaos in the venture capital world.
After causing the biggest decrease in the US stock market in history, Chatbot is understandably a huge speech – but what are the experts’ predictions?
Will the hype last?
No one denies that Deepseek arriving at the stage has been disruptive, and although the expert opinion is not unanimous, the significantly lower development costs are determined to turn heads.
If you are confused about what Deepseek is or why it causes so much of a tuning, you can check out our article here explaining everything you need to know,
The pressure is definitely on for us tech companies to respond, but it may not be as destructive as it seems.
We heard from 10 experts in the technology sector;
Steve Povonly, Senior Director of Security Research and Competitive Intelligence at Exabeam:
“The release of Chinese-Developed Deepseek has thrown US tech markets into turmoil; this is both proper and perhaps a bit excessive. The emergence of a technology that ultimately optimizes chip use and efficiency is likely to apply pressure to existing Big chip suppliers, which is a very good thing.
Mike Follet, CEO and founder of Lumen Research:
“Last week, Sam Altman and Elon Musk Ai were monopolists. Now it is clear that competition will reduce costs and loosen the grip of the biggest players. This represents an opportunity for marketers who allow them to build agents designed for specific problems, at a speed, scale and at a price that drives ROI. “
Nigel Green, CEO of DEVERE GROUP:
“This is a wake-up call for markets. The assumption that duty can contain China’s technological ambitions is being run in real time. Deepseeks breakthrough is proof that innovation will always find a way forward, regardless of financial barriers. “
“By limiting China’s access to advanced semiconductors, Washington tried to slow down his progress in AI. Instead, it has given rise to an acceleration in domestic innovation that forces Chinese companies to find alternatives. Deepseeks performance is a direct result of this shift.
“Instead of being paralyzed by US sanctions, Beijing has cultivated AI models that require significantly less computing power, reducing its dependence on American technology and eroding us leverage over global supply chains.”
The value
Aleksandr Yampolskiy, CEO of SecurityScorecard:
“Deepseek is trained on 14.8 trillion different tokens, while Openai is only trained on 13 trillion. It also costs radically less to train Deepseek for $ 6M, while Openai is reportedly costing $ 100m, making Deepseek 16.6x more efficient. “
“We live in fascinating times. While “restrictions on capital” may seem like a challenge, history has shown us (and Deepseek has shown) that these limitations often trigger innovation and creativity. Security for AI will only become more critical. In a world where the lines between Deepfake and human -generated content are blurred and where partial information can shape our opinions, the need for robust security and ethical practice will grow exponentially. “
Dr. Kjell Carlsson, Head of AI strategy at Domino Data Lab:
“Deepseek’s success acts as a strong reminder that the value of AI is not in the size of your infrastructure or the exclusivity of your models, but in how effective they are geared to give influence. By developing groundbreaking generative AI models without relying on the latest, most expensive hardware, Deepseek has shown that agility and strategy can surpass raw calculation power. Their results also highlight the vulnerability of established companies in the generative AI-Rum-what gives up that open source innovation remains a strong equalization, enabling challengers to match and even surpassing established players years into the revolution. “
“For companies that seek to maximize the value from AI, the lesson is clear: Success is related to flexibility and capacity, not exclusive partnerships or infrastructure scale. Instead of locking into specific LLM providers or focusing only on hardware access, organizations should prioritize the construction of end-to-end capacities to buy AI innovations, design solutions tailored to their unique needs, and Operational relieving them effectively. This approach ensures that companies remain flexible, competitive and prepared to utilize the next wave of AI progress, no matter where they show up. “
Bradford Levy, Assistant Professor of Accounting, University of Chicago Booth School of Business:
“Deepseek has sent shock waves through the tech industry -directly challenging tech giants like Meta, Microsoft and Open AI.”
“Until now, it has been assumed that their expertise in the design and operation of large -scale distributed systems is important for training the art models. But the development of R1 suggests otherwise – if these models can be trained using 90% fewer chips, the implications for valuation models are huge. “
“This opens the door to smaller, more flexible players to compete and potentially run more innovation. With limited resources, they proved that scary, innovative teams can shake up the industry, even on a shoestring budget. “
“While we are impressive, we must remain skeptical of any claims made by them with an interested interest in their own success. Before we jump to conclusions about the wider AI landscape, we need more time to test these models and understand how they achieved these numbers. “
The Revolution
Professor Geoff Webb, Department of Data Science & AI, Faculty of Information Technology, Monash University:
“The emergence of Deepseek is a significant moment in the AI Revolution. Until now, it has been found that billions of dollars and access to the latest generation of specialized NVIDIA processors were prerequisites for developing advanced systems. “
“This effectively limited control to a small number of leading US-based tech companies. Due to US embargoes exporting the latest generation of NVIDIA processors, it also locked out China. “
“Deepseek claims to have developed a new large language model similar to Chat Gpt or Llama competing with the advanced of a fraction of the costs using the less advanced NVIDIA processors currently available to China. If this is true, it means that the US tech sector no longer has exclusive control of the AI technologies, opens them to a wider competition and reduces the prices they can charge for access to and use their systems. “
“When you look beyond the consequences of the stock market, the current AI technologies are OS-centric and embody American values and culture. This new development has the potential to create more diversity through the development of new AI systems. “
“It also has the potential to make AI more accessible to researchers around the world both for the development of new technologies and for the use of them in different areas, including healthcare.”
The risk
Aditya Sood, VP for Security Technology and AI strategy at Aryaka:
“Open-source AI models like Deepseek, while offering accessibility and innovation, are increasingly vulnerable to supply chain attacks triggered during major cyberattacks. These attacks where opponents are utilizing the dependence on third-party dependence, pre-trained models or public repositations may have severe consequences.
Renuka Nadkarni CPO on Aryaka:
“The sudden popularity of Deepseek comes at a price. There are two dimensions of this. First, threat players are likely to adopt this new tool now that it is widely available. Secondly, Deepseek was a victim of a malicious malicious attack. This Means that their system can be compromised and subject to several of the known AI model attacks.
“While the unavailability of the service is an easy and visible attack on its infrastructure, the greater concern is in the undiscovered attacks on its model and data. These hidden threats could compromise benign users and enable other malicious activities. “
The skeptics
Dan Goman, CEO, Ateliere Creative Technologies:
“The market’s reaction to the latest news around Deepseek is nothing less than an over -correction. While the enthusiasm of breakthroughs in AI often drives headlines and market speculation, this feels like yet another on the hype -train without asking the tough questions.”
“In summary, while Deepseek’s history is exciting, it is imperative to separate the fact of speculation. The market has to temper its enthusiasm and demand more transparency before he assigns Deepseek the crown of AI -Innovation. Until then skepticism remains a healthy and necessary attitude.”
