DeepSeek and Export Controls: An AI Arms Race

Dario Amodei's article examines the rise of Chinese AI company DeepSeek and its implications for US chip export control policies. DeepSeek, through efficient engineering innovations, has achieved near-parity with leading US AI models at a lower cost. Amodei argues that DeepSeek's success doesn't negate export controls but highlights their importance. He analyzes three dynamics of AI development: scaling laws, curve shifting, and paradigm shifts, concluding that DeepSeek's progress aligns with expected cost reduction trends. Ultimately, Amodei emphasizes that export controls are crucial to preventing China from acquiring vast quantities of chips, thus avoiding a bipolar AI landscape and safeguarding US global leadership.