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DeepSeek: America’s Sputnik Moment for AI?

Two words have caught the Internet by storm. DeepSeek.

The Chinese reasoning model r1 is rivaling others at the frontier with an open-source MIT license, methods that some claim may be 45x more efficient, an alleged $5.6m cost, the release of reasoning traces, a follow-on image model, and the fact that all of this was released by a hedge fund China.

Many are already referring to this as a Sputnik moment. If that’s true, how should we – whether founder, researcher, policy maker – not just react, but act? Joining us to tease out the signal from the noise are a16z General Partner Martin Casado…

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