The rapid development of the AI industry is dramatically reshaping the landscape of the Chinese market. Kai-Fu Lee, founder and CEO of Zero One, expressed his views in a recent dialogue program, suggesting that with the rise of DeepSeek, only three major AI model companies might survive in the Chinese market: DeepSeek, Alibaba, and ByteDance.
Lee emphasized that DeepSeek's influence is reshaping the industry's development model, potentially even unsettling OpenAI's founders. He believes DeepSeek's innovation and technological advancements have given it a leading position in the market, not only driving the application of AI technology but also putting unprecedented pressure on traditional competitors.
Image Source Note: Image generated by AI, licensed by Midjourney.
He also pointed out that competition in China's AI market is currently fierce, with companies scrambling to catch up with DeepSeek. However, Lee's perspective suggests that as the market consolidates, only companies that can continuously innovate and deliver high-quality products will survive. Therefore, he predicts that ultimately only DeepSeek, Alibaba, and ByteDance will remain as major players.
In this context, DeepSeek's performance will undoubtedly have a profound impact on the entire industry. Lee believes that only in such a fiercely competitive environment can AI technology develop faster, driving the comprehensive intelligent transformation of society.
Overall, Lee's remarks reflect his profound insights into the future of the AI industry and provide valuable insights for the sector. In his view, DeepSeek is not just a company, but a crucial force driving the future development of AI.
