a16z Podcast: DeepSeek: America's Sputnik Moment for AI?
An insightful discussion about DeepSeek's emergence in the AI landscape and its potential implications for global AI competition, particularly between the US and China.
Video Timeline
00:00
DeepSeek's release
04:06
Teasing signal from noise
09:19
OS license and reasoning traces
11:22
Monetizing layers of the stack
18:42
What's different this time around?
22:09
Scaling up vs scaling out
29:24
Changing benchmarks
31:48
Building defensibility
35:27
AI's Sputnik moment?
41:17
Impact on frontier companies
43:00
Participating in the next wave