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Jimmy and Matt scramble into the AI bunker to sound the alarm with an urgent, emergency episode.

In the past week an emerging model from a relatively unknown Chinese developer, DeepSeek, has redefining the entire landscape of AI. At the same time OpenAI, Donald Trump and a bunch of greedy transhumanist were announcing $600bn to build massive brute force compute data centres based on existing LLM architecture.

With its open-source approach and a completely new method of inference DeepSeek's models showcase capabilities that challenge the most advanced reasoning models like Open AI's o1 at a fraction of the cost. It has literally sent shockwaves around the AI world. This discussion dives deep into the implications of this shift, exploring the what it means for China and the U.S. in AI development, the potential advancements toward AGI, and the democratisation of AI technology.

• DeepSeek emerges as a new open-source model from China
• Comparison of DeepSeek's performance with that of US frontier models
• Discussion on open-source versus closed-source AI strategies
• The implications of DeepSeek's release on geopolitics
• The future of AGI and its ethical considerations
• Risks of existing companies becoming obsolete without innovation
• Potential for increased efficiencies in AI through open-source models
• How chip restrictions could have driven innovation in China

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