THE AMERICAN DEEPSEEK PROJECT

Summary from the TLDR AI newsletter

Meta's recent AI shortcomings have created a vacuum in the open-source AI ecosystem that has largely been filled by Chinese models. If current dynamics continue, the AI world will be split between powerful but expensive, closed-source American models and low-cost, ubiquitous but potentially compromised Chinese models. The US likely has a very small window, roughly the next two years, to counter this trend by investing $100-500 million into an open-source model that is as good as the best closed-source model.