Tyler Cowen

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

And the key question is, what will the rest of the world use? I hope it's our products. Right now, DeepSeek is entirely accessible, totally free, open source. How the company will manage to fund that is a huge question. And we will see. But I think it's important that, say, as we go to Africa three years from now, I would strongly prefer they're using American AI.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.

There's some chance this is all good news for America. So if the game is simply who can throw up the most energy infrastructure as quickly as possible, I would predict we're likely to lose to China. And all this talk about big deals with UAE, with the Saudis, is an attempt to cope with the fact that we don't build energy supply quickly enough in our own country.

To the extent it's about algorithmic advances and you don't need as much brute force compute, that at least possibly is a plus for the United States.

To the extent it's about algorithmic advances and you don't need as much brute force compute, that at least possibly is a plus for the United States.

To the extent it's about algorithmic advances and you don't need as much brute force compute, that at least possibly is a plus for the United States.

Keep in mind, scale may still win out in China. So the major Chinese tech companies, say ByteDance, they all have their own AI models. No one's talking about them because of the Matthew effect.

Keep in mind, scale may still win out in China. So the major Chinese tech companies, say ByteDance, they all have their own AI models. No one's talking about them because of the Matthew effect.

Keep in mind, scale may still win out in China. So the major Chinese tech companies, say ByteDance, they all have their own AI models. No one's talking about them because of the Matthew effect.

Well, once people start talking about something, everyone keeps on talking about it, right? It's like the Barry Weiss effect, we could call it. It's so crazy. But it's true. So the other Chinese models could win out. Keep in mind, the deep-seek people, they're not in with the Chinese state. It seems the CCP was as surprised as anyone. They're not part of the crony capitalist machine.

Well, once people start talking about something, everyone keeps on talking about it, right? It's like the Barry Weiss effect, we could call it. It's so crazy. But it's true. So the other Chinese models could win out. Keep in mind, the deep-seek people, they're not in with the Chinese state. It seems the CCP was as surprised as anyone. They're not part of the crony capitalist machine.

Well, once people start talking about something, everyone keeps on talking about it, right? It's like the Barry Weiss effect, we could call it. It's so crazy. But it's true. So the other Chinese models could win out. Keep in mind, the deep-seek people, they're not in with the Chinese state. It seems the CCP was as surprised as anyone. They're not part of the crony capitalist machine.

Politically, they could be the result of a clampdown. So I wouldn't necessarily bet against the larger Chinese companies because the communist system is set up to favor insiders.

Politically, they could be the result of a clampdown. So I wouldn't necessarily bet against the larger Chinese companies because the communist system is set up to favor insiders.

Politically, they could be the result of a clampdown. So I wouldn't necessarily bet against the larger Chinese companies because the communist system is set up to favor insiders.

DeepSeek is more cool. And keep in mind, O1 Pro costs $200 a month. And it writes in a very objective style, which is good for scholarship, good for objectivity, but it's not as fun to play with for most people as DeepSeq. And so many of the advantages of O1 Pro, they're so sophisticated. Like, say, you could beat me in an economics test, but most people don't even see that difference.

DeepSeek is more cool. And keep in mind, O1 Pro costs $200 a month. And it writes in a very objective style, which is good for scholarship, good for objectivity, but it's not as fun to play with for most people as DeepSeq. And so many of the advantages of O1 Pro, they're so sophisticated. Like, say, you could beat me in an economics test, but most people don't even see that difference.