MSP312. Shockwave: DeepSeek And Goliath

Matt Armitage, Founder, Kulturpop

07-Feb-25 11:00

Pause
Embed

Matt Armitage and Richard Bradbury explore the rise of DeepSeek and its seismic impact on financial markets. Since its launch in January 2025, the Chinese AI assistant has surpassed ChatGPT in downloads, offering similarly high-quality responses at zero cost.

Nvidia, a key player in AI hardware, Microsoft, Google, and other major AI stakeholders have seen their market values drop in response to the app. So how did a relatively small startup create an AI assistant for US$5m that can rival the multibillion dollar models of the market leaders? And how did the smart money in Silicon Valley.

Forget the geopolitics. This is David and Goliath. Small versus large. And it’s anyone’s guess who will win.

Produced by: Richard Bradbury

Presented by: Richard Bradbury

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: technology, international, controversies, politics

Tags: AI hardware, AI stakeholders, Ai Assistant, Deepseek, GenAI, Chatgpt, silicon valley, geopolitics,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Tony Nash, CEO, Complete Intelligence tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Ken Foong of Bloomberg Intelligence discusses the outlook for Singapore's property market in 2H2025.

7:45 AM

Morning Brief

Daniel Moss of Bloomberg, weighs in on whether Indonesia can keep its Rp662 trillion (2.8% of GDP) deficit under control while funding social programmes.

8:00 AM

The Breakfast Grille

Dr. Goh Kar Chun of MCE Holdings discusses the firm’s future after winning over RM120 million in new contracts and entering the US market.

8:30 AM

Morning Brief

Andrew Khoo, Human Rights Lawyer, weighs in on the Federal Court’s ruling against a key provision of the Peaceful Assembly Act.

8:45 AM

Morning Brief

Adib Zalkapli of Viewfinder Global Affairs discusses the recalibration of UMNO ahead of Sabah’s 17th state election.

9:00 AM

Opening Bell

(REPEAT) Tony Nash, CEO, Complete Intelligence tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Ringgit & Sense

Alvin Tan of the Financial Planning Association of Malaysia (FPAM) discusses aspects of Malaysian Gen Zers personal finance.

10:05 AM

Open For Business

Healthpro.id's co-founder Rendy Alfuadi shares how their on-demand platform is solving Indonesia's healthcare staffing crisis, one shift at a time.

11:00 AM

Tech Talk

Audax’s Mike Breen explains why Malaysia’s fintech growth depends on transforming legacy banks into agile platforms, and how bridging infrastructure gaps is key to turning KL20’s vision into reality.

12:00 PM

Enterprise Explores

Ong Johnson and Lo Khai Yi, Head and Co-Head of Technology Practice Group, Partners at Halim Hong & Quek, discuss Malaysia’s growing digital asset space and the role of stablecoins in bridging finance and blockchain.

1:00 PM

The Breakfast Grille Repeat

Dr. Goh Kar Chun of MCE Holdings discusses the firm’s future after winning over RM120 million in new contracts and entering the US market.

2:05 PM

Discovery Hour

3:05 PM

Beyond the Ballot Box

The director of Invisible People, Jean Ho, joins us in conversation about her documentary which shines light on the lives and struggles of people on the margins of society, namely the stateless and refugees.

4:05 PM

Health & Living

The stigma faced by people with obesity is pervasive - it comes from their community, healthcare providers and policymakers. We discuss why an empathetic lens matters.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service

This episode of Crowd Science looks at twins and what makes them unique.

PROGRAMMES