AI Education

DeepSeek Empowering Vocabulary Learning

• A vocabulary learning mini-program is being developed using DeepSeek, employing an AI chat mode to aid in memorizing words, simulating a personalized English tutor experience. The integration of DeepSeek via the Tencent Cloud development platform significantly reduces the complexity, allowing for graded learning.

Artificial Intelligence

AI-Assisted Communication

The article discusses the impact of generative AI on how people communicate. Individuals are increasingly using AI to draft personal messages, such as wedding vows and obituaries. While AI can assist in expressing emotions and provide emotional templates, over-reliance on AI may be perceived as insincere. AI excels at rationally validating personal intuition, but people should be cautious of the potential for artificiality when overly dependent on AI.

AI Development Trends

AI Integration in the Workplace

By 2025, it is predicted that 350 million professionals will be using AI tools regularly, with significant AI interaction occurring during late-night hours. AI is taking on multiple roles in work and life, serving as both a work partner and a tool for creating business opportunities.

Rise of Open-Source AI Models

The open-source DeepSeek AI model has garnered attention due to its low training costs and unique open-source strategy. Following its release, it quickly topped app store download charts, sparking considerable discussion among AI practitioners.

AI in Globalization

The article also mentions the application of AI in the globalization process and how Chinese companies going abroad are leveraging AI for localized development.

AI Model Landscape

DeepSeek's Impact on the Market

The emergence of DeepSeekR1 has significantly impacted the large model competition, prompting market focus on the "standard DeepSeek" game. Platforms including WeChat and Baidu have integrated DeepSeek, while ByteDance continues to develop its own Doubao model. ByteDance believes in diverse customer needs and that Doubao and DeepSeek have different technical routes. DeepSeek V3 has become popular in China, promoting the application of large models in various scenarios.

Artificial Intelligence

AI Adoption and IT Spending

UBS surveyed 20 software companies and found that enterprise clients are increasingly using AI as a driver for productivity and revenue growth. IT spending may increase in 2025, with AI being a top priority.

DeepSeek-R1 Impact

The lower API cost of DeepSeek-R1 is expected to improve model inference efficiency, benefiting AI hardware/software ecosystem partners and AI applications.

Beneficiaries of AI Advancement

Cloud service/GPU leasing providers may benefit from lower computer prices and higher GPU utilization, leading to increased returns on capital expenditure.

Investor Sentiment on AI

Both Chinese and US investors are optimistic about AI, but US investors are more cautious about geopolitical risks. Valuations of Chinese AI software companies remain significantly lower than their US counterparts.

AI Industry

VB Transform 2025

At VB Transform 2025, a hand-picked group of AI executives is shaping the agenda to deliver the most actionable, no-fluff insights.

AI and Machine Learning

DeepSeek's Open Source Initiatives and Cost Efficiency

DeepSeek has open-sourced multiple code repositories aimed at optimizing the efficiency of large models. Their V3/R1 model boasts a cost profit ratio as high as 545%, drawing significant attention within the industry. This move may be related to discussions around the viability of the MAAS (Model as a Service) model, particularly concerns raised by You Yang, the head of Chinese large model cloud service company, 潞晨科技. The complexity of the V3/R1 model challenges cloud service providers in terms of pricing and technical capabilities. DeepSeek's MOE (Mixture of Experts) model has demonstrated excellent performance in parallel reasoning services. The company's open-source spirit and technical strength have been commended. In comparison to their American counterparts, domestic companies like Alibaba, Tencent, and Stepes are actively participating in open-source initiatives. DeepSeek's open-source efforts may be geared towards establishing industry standards but could face challenges, including potential obstructions from the United States regarding Chinese open-source models.

AI Cloud Service

MaaS Business Model Debate

You Yang argues that the MaaS (Model-as-a-Service) model is currently not viable in China due to the difficulty in covering computing costs with token-based billing revenue. However, Yuan Jinhui contends that DeepSeek's MLA+DeepSeekMoE architecture can achieve a cost-profit ratio as high as 545%. The core of the dispute lies in the calculation of MaaS costs and whether to include free C-end users in revenue calculations. The article also explores the definition of MaaS and suggests that AI inference cloud services may reshape the traditional MaaS market.

AI Technology

User Perception and Evaluation of AI

The article discusses how users perceive and utilize AI, and the criteria for evaluating the usefulness of AI. DeepSeek is popular due to its better understanding of Chinese, ease of use, and wide accessibility. Its friendly and humorous expression style is more in line with user habits. However, DeepSeek also has the problem of "inventing concepts," requiring users to improve their ability to discern information and incorporate fact-checking when using AI. The article also compares the advantages and disadvantages of different AIs such as GPT, Claude, and DeepSeek, noting that Claude's output is more fluent and personable.