According to a prominent AI scholar, OpenAI, which is experiencing significant financial losses, may face challenges in the evolving landscape of top generative artificial intelligence programs. Kai-Fu Lee, an AI expert and entrepreneur, expressed concerns about the sustainability of OpenAI’s business model in comparison to competitors like DeepSeek AI, which offers a more cost-effective alternative.
Lee highlighted the increasing difficulty for OpenAI to compete as foundational AI models, such as OpenAI’s GPT, become more widespread and affordable. He emphasized the financial disparity between OpenAI, which operates at a loss of billions of dollars annually, and DeepSeek AI, which offers an open-source model at minimal cost.
The cost-effectiveness and longevity of DeepSeek AI’s business model pose a significant challenge to OpenAI, leading to speculation about the latter’s future viability. Lee pointed out the unsustainability of current AI industry economics, particularly in relation to massive investments in data centers and computing chips without proportional returns.
Lee predicted that open-source models, like DeepSeek AI’s R1, would emerge as the dominant force in the AI industry due to their affordability and operational efficiency. He suggested that companies like OpenAI and Anthropic, which rely on closed-source models, may struggle to adapt to this new economic reality.
Despite acknowledging the competitive nature of the AI industry, Lee identified potential winners such as DeepSeek AI, Elon Musk’s xAI, and ByteDance, emphasizing the importance of adaptation and innovation in this rapidly evolving sector. He also highlighted the role of venture capitalists in supporting AI applications that build on foundational models, rather than investing in new foundation-model businesses.
In conclusion, Lee emphasized the need for AI companies to evolve and embrace open-source models to remain competitive in the evolving landscape of artificial intelligence. He suggested that the future success of AI firms would depend on their ability to innovate, adapt, and deliver value to customers in a sustainable manner. “ZDNET
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Di kebanyakan pasar, Anda akhirnya hanya memiliki dua [pesaing],” kata Lee dari pasar teknologi, “pemenang, yang menghasilkan uang, dan pelari kedua, yang hanya balik modal, dan semua orang lain, yang mati.”
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