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What is pretty obvious now, even if we don't know exactly what future outcomes will occur because of DeepSeek, is that the AI cost structures we've been operating under are going out the window. The big debate in AI last year was about diminishing returns.

What is pretty obvious now, even if we don't know exactly what future outcomes will occur because of DeepSeek, is that the AI cost structures we've been operating under are going out the window. The big debate in AI last year was about diminishing returns.

What is pretty obvious now, even if we don't know exactly what future outcomes will occur because of DeepSeek, is that the AI cost structures we've been operating under are going out the window. The big debate in AI last year was about diminishing returns.

And if AI companies were hitting a scaling wall that was growing steeper all the time, and whether that would result in shrinking gains between new releases, no matter how many GPUs we threw at the problem. For instance, we might never see the type of performance jump we saw between GPT-2 and GPT-3 ever again.

And if AI companies were hitting a scaling wall that was growing steeper all the time, and whether that would result in shrinking gains between new releases, no matter how many GPUs we threw at the problem. For instance, we might never see the type of performance jump we saw between GPT-2 and GPT-3 ever again.

And if AI companies were hitting a scaling wall that was growing steeper all the time, and whether that would result in shrinking gains between new releases, no matter how many GPUs we threw at the problem. For instance, we might never see the type of performance jump we saw between GPT-2 and GPT-3 ever again.

But if DeepSeek has proven anything, it's that there's much more to AI advancement than just building the biggest supercluster, buying the most GPUs, and throwing all your money into a furnace.

But if DeepSeek has proven anything, it's that there's much more to AI advancement than just building the biggest supercluster, buying the most GPUs, and throwing all your money into a furnace.

But if DeepSeek has proven anything, it's that there's much more to AI advancement than just building the biggest supercluster, buying the most GPUs, and throwing all your money into a furnace.

We need to take another quick break. We'll be right back.

We need to take another quick break. We'll be right back.

We need to take another quick break. We'll be right back.

We're back with Verge Senior AI Reporter Kylie Robson. Before the break, we were discussing what the longer-term impacts of DeepSeq might be on the AI industry and why it's not exactly doom and gloom for the frontier model makers. In fact, according to Kylie's reporting, many of those companies might be able to benefit from the efficiency gains DeepSeq has accomplished.

We're back with Verge Senior AI Reporter Kylie Robson. Before the break, we were discussing what the longer-term impacts of DeepSeq might be on the AI industry and why it's not exactly doom and gloom for the frontier model makers. In fact, according to Kylie's reporting, many of those companies might be able to benefit from the efficiency gains DeepSeq has accomplished.

We're back with Verge Senior AI Reporter Kylie Robson. Before the break, we were discussing what the longer-term impacts of DeepSeq might be on the AI industry and why it's not exactly doom and gloom for the frontier model makers. In fact, according to Kylie's reporting, many of those companies might be able to benefit from the efficiency gains DeepSeq has accomplished.

There's no reason to believe right now that AI models won't continue to get bigger and more sophisticated at the cutting edge, something that will necessarily require those companies to keep buying more NVIDIA GPUs and building bigger data centers.

There's no reason to believe right now that AI models won't continue to get bigger and more sophisticated at the cutting edge, something that will necessarily require those companies to keep buying more NVIDIA GPUs and building bigger data centers.

There's no reason to believe right now that AI models won't continue to get bigger and more sophisticated at the cutting edge, something that will necessarily require those companies to keep buying more NVIDIA GPUs and building bigger data centers.

Jan LeCun, who has met as chief AI scientist and often one of the first people in the industry to call bullshit on popular narratives, says the deep-seek freakout is, quote, woefully unjustified and based on, quote, major misunderstandings about AI infrastructure investments.

Jan LeCun, who has met as chief AI scientist and often one of the first people in the industry to call bullshit on popular narratives, says the deep-seek freakout is, quote, woefully unjustified and based on, quote, major misunderstandings about AI infrastructure investments.