Andrew R. Chow and Billy Perrigo
This week, leaders across Silicon Valley, Washington D.C., Wall Street, and beyond have been thrown into disarray due to the unexpected rise of the Chinese AI company DeepSeek. DeepSeek recently released AI models that rivaled OpenAI’s, seemingly for a fraction of the price, and despite American policy designed to slow China’s progress. As a result, many analysts concluded that DeepSeek’s success undermined the core beliefs driving the American AI industry—and that the companies leading this charge, like Nvidia and Microsoft, were not as valuable or technologically ahead as previously believed. Tech stocks dropped hundreds of billions of dollars in days.
But AI scientists have pushed back, arguing that many of those fears are exaggerated. They say that while DeepSeek does represent a genuine advancement in AI efficiency, it is not a massive technological breakthrough—and that the American AI industry still has key advantages over China’s.
“It’s not a leap forward on AI frontier capabilities,” says Lennart Heim, an AI researcher at RAND. “I think the market just got it wrong.”
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