January 29, 2025:
Amodei Debunks DeepSeeks AI Cost Narrative - Dario Amodei of Anthropic challenges the narrative around DeepSeeks' $6 million AI model, presenting a more nuanced picture. He reveals that DeepSeeks' overall investment, including $1 billion in computing hardware, rivals that of U.S. AI companies. Amodei emphasizes the true innovation was in DeepSeek-V3, rather than R1.
He predicts that the current parity in AI development costs is temporary, with future competition favoring companies with significant resources. Amodei's analysis exposes the complexity behind AI cost and investment, countering the simplified narrative that shocked the markets.
