DeepSeek Rise: New Opportunities for AI Agent Track

Author: DaoShuo Blockchain

The birth of DeepSeek will definitely be a “black swan” in 2025.

This black swan directly “blackened” the U.S. stock market and broke the thinking pattern of the subsequent development of artificial intelligence.

Former Google CEO once said that the competition in artificial intelligence is a race with a threshold of billions of dollars. Without crossing this threshold, one cannot even get a ticket to enter the competition.

Zhu Xiaohu, from Jinsha River Venture, once said that he never invests in large domestic model companies, because he believes that domestic companies will never catch up with the United States in large models.

The reason these two make such assertions is that AI competition has always had a basic assumption: to win in competition, especially in the competition of underlying models, computing power and capital are a threshold that cannot be crossed.

Our country’s enterprise card is stuck on computing power----------unable to get the best NVIDIA graphics card.

The most direct impact of the launch of DeepSeek on the world is that it has achieved extremely excellent performance at a very low cost.

This achievement has directly cast the biggest ‘shock bomb’ to the current global competition of artificial intelligence:

If performance improvements and cost reductions can still be achieved through algorithmic improvements and optimizations, does it still require such a huge investment in computing power and energy to continue to advance and develop AI applications?

So the founder of ‘Black Wukong’ praised DeepSeek as a national-level achievement.

However, no matter how excellent DeepSeek is, it is still the result of standing on the shoulders of giants, as Yang Lekun said:

This is the victory of open source models over closed source models.

I believe DeepSeek has three very profound implications for the future development of artificial intelligence:

First: It greatly reduces the cost of large models, which means that countless small and medium-sized companies may join the competition of AI large models and develop dedicated large models in various segments and industries.

Secondly: China’s artificial intelligence entrepreneurial wave will explode–far beyond what we see now.

Third: Chinese entrepreneurial teams in the artificial intelligence race will be highly regarded and may rekindle global attention in the venture capital world.

The success of DeepSeek means that the computing power threshold is not as high as imagined. Since the launch of DeepSeek, many laboratories, including those in Hong Kong, have successfully reproduced the results of DeepSeek.

We can easily imagine that a large number of companies will further optimize the models based on the open source DeepSeek, so that we can train good large models even with not-so-cutting-edge chips.

The first of these is currently affecting the disruption of the US stock market.

Due to the amazing results shown by DeepSeek in terms of cost and performance, the core companies in the artificial intelligence track will now face revaluation.

NVIDIA fell more than 10% at the opening on Monday. Other related companies are also facing similar situations.

I immediately thought of Tesla.

I have always believed that Tesla’s vision solution is likely to be the ultimate solution for autonomous driving. Tesla’s advantage in this solution lies in large models and data.

With the advent of DeepSeek, Tesla’s advantage in large-scale models may not be so obvious, leaving only data advantages far ahead.

But how long this leading advantage can be maintained depends on the subsequent development of other electric vehicle companies.

Back to the crypto ecosystem.

On the surface, the emergence of DeepSeek has dragged down not only the US stock market, but also the crypto ecosystem, especially the AI agent track. Many people think that the AI agent track has collapsed. But I think this just shows from another perspective that the competition in the AI agent track is far from over.

Because if large models can iterate at such a fast pace, it means that the current leading edge advantages of existing AI agents are only temporary. If they cannot keep up with the trend and the iteration of technology in the future, they may be overturned at any time by latecomers with the latest technology and models.

At the same time, this also means that the development threshold of AI agents is further lowered, and more participants can participate in the development of AI agents. It also means that Chinese local teams have the opportunity to make a mark in this arena.

Today is the last article of our Dragon Year. After the Spring Festival of the Snake Year, we will meet again. I hope in the new year, we can continue to maintain our enthusiasm and continue to find our own love and harvest in this industry.