DeepSeek Forces VC's to Rethink Their AI Strategy

The video discusses the current trends in AI, focusing on investment in large models and open-source alternatives. It highlights the geopolitical rivalry between the US and China, emphasizing the importance of human capital and talent retention. The discussion also covers AI infrastructure, the future of APIs, and the need for policy and research funding to maintain technological competitiveness.

What are the implications of the shift from training to inference in AI technology?

What is the speaker's perspective on the need for funding in basic science and research?

How does the speaker suggest the US should respond to the competitive rise of China in AI?