logo
episode-header-image
Jan 2025
28m 53s

DeepSeeking Power: China’s AI Gambit

THE ECONOMIC TIMES
About this episode

A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths like OpenAI and Nvidia? And what does its rise mean for the future of AI, economics, and geopolitics? In this episode, Anirban Chowdhury and Dia Rekhi break it all down with Conor Grennan, chief AI architect at NYU Stern School of Business and Jeffrey Ding, assistant professor at George Washington University. They dissect DeepSeek’s cost-efficient AI model, its implications for U.S.-China tech rivalry, and whether this marks the start of a seismic shift in AI’s power balance. Is DeepSeek the future, or just a flash in the pan? And should Silicon Valley be worried? Tune in to find out.

 

Check out other interesting episodes from the host like: India’s Space Odyssey 2025, How will the H-1B furore pan out?, Building India’s $30 Trillion Future By 2047, Mint Street’s New Maestro, Explaining the Food Inflation Debate, India’s Big Dubai Probe and more!

You can follow Anirban Chowdhury on his social media: Twitter and Linkedin and Dia Rekhi on her social media: Linkedin & Twitter

Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Who will Buy Bankrupt Byju’s?
<p>Byju&rsquo;s, once India&rsquo;s biggest edtech success story, is now fighting for survival. Its parent company, Think &amp; Learn, has run out of money and is undergoing insolvency. That means its key assets including Aakash Educational Services and Great Learning are up for ... Show More
24m 34s
Nov 20
Why Run Clubs are Exploding as India’s Latest Social Spaces
<p>India&rsquo;s metros are seeing an unexpected dawn ritual take hold. Before sunrise, thousands gather on streets and promenades not chasing medals, but community. Run clubs have quietly become one of the fastest-growing social forces in urban India, offering structure and belo ... Show More
17m 13s
Nov 19
ET in the Valley: Databricks Co-founder Patrick Wendell
<p>The real future of AI&rsquo;s trajectory is being shaped by players who can convert deep data, cloud-first design, and measurable gains into sustainable models.This episode breaks down how early, unpopular bets on cloud adoption and machine-learning workloads are now separatin ... Show More
21m 59s
Recommended Episodes
Feb 2025
China Challenges Silicon Valley for A.I. Dominance
<p>Financial markets went into a panic last week over an obscure Chinese tech start-up called DeepSeek. The company now threatens to upend the world of artificial intelligence and the race for who will dominate it.</p><p>Kevin Roose, a tech columnist at The Times, discusses how D ... Show More
23m 16s
Aug 4
Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop screens become mainstream? 00:33 Robotaxis In Europe 02:12 ... Show More
20m 39s
Jan 2025
How will US tech firms react to DeepSeek?
How will US tech firms react to DeepSeek? The Chinese artificial intelligence start-up says it can match Google and ChatGPT at a fraction of the cost. Donald Trump says it's a wake-up call for developers. So, who will dominate in this bitter digital rivalry? In this Episode:   Ra ... Show More
24m 12s
Jul 2025
The Trump-Putin Rift Widens
Today on the show, Fareed is joined by Alexander Gabuev, director of the Carnegie Russia Eurasia Center, to discuss the growing rift between Presidents Trump and Putin and what this means for the ongoing war in Ukraine. Next, the Financial Times’ Rana Foroohar sits down with Fare ... Show More
41m 55s
Jul 2025
Why Trump Just Gave China the Keys to A.I.’s Future
<p>In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.</p><p>Then, a few days ago, Mr. Trump abruptly changed course. ... Show More
31m 4s
Sep 3
AI Insiders Reveal Elon Musk's Master Plan to Win AI w/ Dave Blundin & Alex Wissner-Gross | EP #192
Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified, focused on AI and complex systems. – My companies: Reverse the ... Show More
1h 50m
Jan 2025
DeepSeek: How China's AI app stunned Silicon Valley
The emergence of DeepSeek's artificial intelligence model has triggered shockwaves on Wall Street. Shares in major tech firms such as Nvidia fell sharply, with the chip giant losing almost $600bn in market value. Investors are questioning the high valuation and dominance of some ... Show More
47m 26s
Aug 29
China Might Not Need US Chips For Long
China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a big problem. And, of course, the Weekend Longreads Suggestions. Links: Alibaba ... Show More
22m 15s
Jan 2025
China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in
AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model mak ... Show More
24m 14s
May 2025
Decolonizing the Future: Karen Hao on Resisting the Empire of AI
In his New York Times review of the book, Columbia Law School professor and former White House official Tim Wu calls journalist Karen Hao’s new book, Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAI, “a corrective to tech journalism that rarely leaves Silicon Valley.” H ... Show More
44m 32s