Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future of AI model providers in a rapidly evolving market.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
0:00:00 Intro
0:00:18 The DeepSeek Conundrum
0:04:58 Energizing The AI Race With Lower Costs
0:09:31 The Importance off Distribution
0:12:49 DeepSeek: Under The Hood
0:15:30 Will Self-Driving Cars Evolve With New AI Models?
0:18:15 The New AI Landscape
0:22:33 The Expanded AI Toolbox
0:27:09 China’s AI Strategy
0:29:56 Who Will Win The AI Race?
0:33:58 Apple & AI
0:38:09 Emerging Players Vs. Tech Titans
0:42:09 The Big Tech Landscape
0:52:42 NVIDIA’s Road Ahead
0:55:58 ARK’s Final Thoughts On Advancing AI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter:
/ public
To learn more about ARK: https://arkinv.st/ARKInvest
For more updates, follow us on:
Disclosure: http://arkinv.st/39rzF94
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
0:00:00 Intro
0:00:18 The DeepSeek Conundrum
0:04:58 Energizing The AI Race With Lower Costs
0:09:31 The Importance off Distribution
0:12:49 DeepSeek: Under The Hood
0:15:30 Will Self-Driving Cars Evolve With New AI Models?
0:18:15 The New AI Landscape
0:22:33 The Expanded AI Toolbox
0:27:09 China’s AI Strategy
0:29:56 Who Will Win The AI Race?
0:33:58 Apple & AI
0:38:09 Emerging Players Vs. Tech Titans
0:42:09 The Big Tech Landscape
0:52:42 NVIDIA’s Road Ahead
0:55:58 ARK’s Final Thoughts On Advancing AI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter:

To learn more about ARK: https://arkinv.st/ARKInvest
For more updates, follow us on:
- Twitter: https://arkinv.st/Twitter
- LinkedIn: https://arkinv.st/LinkedIn
- Facebook: https://arkinv.st/Facebook
- Instagram: https://arkinv.st/Instagram
Disclosure: http://arkinv.st/39rzF94
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Francisco Gimeno - BC Analyst This was a fascinating episode from Ark Invest! The discussion around DeepSeek and its implications for the future of AI and data privacy really got us thinking. While the potential of AI-driven tools like DeepSeek is undeniable—especially in areas like personalized insights and decision-making—it’s crucial to address the ethical and privacy concerns that come with it. How do we strike the right balance between innovation and responsibility? A few questions that stood out: Transparency: How can we ensure that AI systems like DeepSeek are transparent in how they collect and use data?, Regulation: What role should policymakers play in governing these technologies without stifling innovation? And moreover, Trust: How do we build trust with end-users who may be wary of AI’s growing influence? Do you think the concerns around DeepSeek are overblown, or are they a sign of larger issues we need to address as an industry? What steps can we take to ensure AI tools like this are used ethically and responsibly? This is a topic that affects us all!