Natalie Kitro-Eff

Kevin, it certainly seems that at least based on what DeepSeek is saying, it has managed to pull off a pretty impressive feat here. But I'm wondering, can we trust what the company says? Can we trust their claims about how they pulled this off?

Okay, so let's talk about those engineering techniques. I mean, how actually did DeepSeq do this? Make a chatbot on a shoestring budget, potentially, with second-rate chips?

Okay, so let's talk about those engineering techniques. I mean, how actually did DeepSeq do this? Make a chatbot on a shoestring budget, potentially, with second-rate chips?

And it occurs to me, Kevin, that this company was operating under a lot of constraints. And it sounds like that may have forced the engineers to think about how to tackle this problem differently. As in, it seems possible that not having these critical ingredients actually bred innovation.

And it occurs to me, Kevin, that this company was operating under a lot of constraints. And it sounds like that may have forced the engineers to think about how to tackle this problem differently. As in, it seems possible that not having these critical ingredients actually bred innovation.

So, Kevin, how do the big American tech companies contend with that? I mean, what do they say to investors who are wondering about whether maybe these companies have been throwing money away when some of this work on these AI models could have been done much more cheaply?

So, Kevin, how do the big American tech companies contend with that? I mean, what do they say to investors who are wondering about whether maybe these companies have been throwing money away when some of this work on these AI models could have been done much more cheaply?

And for you, Kevin, I mean, obviously you've been covering this world for a very long time. Does that show you that more money doesn't necessarily mean more innovation in the world of AI where more money has been kind of a given, you know, as an assumption of what's needed? I mean, does it actually suggest that maybe smaller, as you said, scrappier startups could make huge gains in this world?

And for you, Kevin, I mean, obviously you've been covering this world for a very long time. Does that show you that more money doesn't necessarily mean more innovation in the world of AI where more money has been kind of a given, you know, as an assumption of what's needed? I mean, does it actually suggest that maybe smaller, as you said, scrappier startups could make huge gains in this world?

We'll be right back. Kevin, it sounds like DeepSeek has already or is about to really change the landscape of AI. And my question is, is that good? Like, for people like you and me, I mean, maybe you more than me, who use chatbots for consumers...

We'll be right back. Kevin, it sounds like DeepSeek has already or is about to really change the landscape of AI. And my question is, is that good? Like, for people like you and me, I mean, maybe you more than me, who use chatbots for consumers...

Kevin, if this really is that important of a moment in the global AI arms race, how should we expect the United States to react? I mean, does the U.S. government just ban this thing? You know, we saw TikTok banned because it was owned by a Chinese company. Is that the move here?

Kevin, if this really is that important of a moment in the global AI arms race, how should we expect the United States to react? I mean, does the U.S. government just ban this thing? You know, we saw TikTok banned because it was owned by a Chinese company. Is that the move here?

Kevin, if we really are past that point, you know, of containment here, if we're off to the races, does it matter that this innovation happened in China by a Chinese company? I mean, isn't this bigger than that at this point?

Kevin, if we really are past that point, you know, of containment here, if we're off to the races, does it matter that this innovation happened in China by a Chinese company? I mean, isn't this bigger than that at this point?

In a way, it kind of follows the normal progression of any new product, right? Like, at first it's expensive, and then more and more competition leads to innovation, the thing gets cheaper, everything becomes more democratized.

In a way, it kind of follows the normal progression of any new product, right? Like, at first it's expensive, and then more and more competition leads to innovation, the thing gets cheaper, everything becomes more democratized.

Kevin, thank you so much.

Kevin, thank you so much.

We'll be right back. Here's what else you need to know today. On Saturday, President Trump declared tariffs of 25% on all goods from Canada and Mexico, with a partial carve-out for Canadian energy and oil exports. He also announced an additional 10% tariff on products coming in from China. The tariffs are set to take effect at 12.01 a.m.