Is there an AI bubble brewing?
Hamid Rashid, executive chairman of Global AI, says the US has seen extensive overinvestment in AI infrastructure, with returns that may be difficult to justify. What about China? He sees a different picture, pointing to models like DeepSeek that
It’s the DeepSeek girl, with two popular characters: The big fat fish who eats for nothing, which means she just eats and doesn’t work.
There is also a man who works at a transit station and pretends to be Claude.
A free DeepSeek model hit 73 percent on simulated hacking tasks.
OpenAI's gated cyber model scored 81 percent on the same tests. - Vals says it cost two to three dollars to run DeepSeek, versus seventeen to forty-six for GPT 6 Sol. - A security firm says a China-based group is
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