Matt Sheehan and Scott Singer
The Chinese start-up DeepSeek stunned the world and roiled stock markets last week with its release of DeepSeek-R1, an open-source generative artificial intelligence model that rivals the most advanced offerings from U.S.-based OpenAI—and does so for a fraction of the cost. Influential tech investor Marc Andreessen called the model “one of the most amazing and impressive breakthroughs” he’d ever seen. U.S. President Donald Trump said it was a “wake-up call.”
DeepSeek’s extraordinary success has sparked fears in the U.S. national security community that the United States’ most advanced AI products may no longer be able to compete against cheaper Chinese alternatives. If that fear bears out, China would be better equipped to spread models that undermine free speech and censor inconvenient truths that threaten its leaders’ political goals, on topics such as Tiananmen Square and Taiwan. As these systems grow more powerful, they have the potential to redraw global power in ways we’ve scarcely begun to imagine. Whichever country builds the best and most widely used models will reap the rewards for its economy, national security, and global influence.
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