Kai-Fu Lee: DeepSeek Leads China's AI Race
Kai-Fu Lee predicts a consolidation in the AI model landscape, with DeepSeek, Alibaba, and ByteDance dominating in China, and xAI, OpenAI, Google, and Anthropic leading in the US. He also notes a shift in investor focus towards AI applications, consumer tools, and infrastructure, rather than solely on foundational model development. 01.AI pivots to smaller models.