DeepSeek Shakes Up the AI World: A Déjà Vu?

The emergence of DeepSeek models has sent shockwaves through the AI industry, sparking intense debate. This article revisits a 1990 speech by Gordon Moore on VLSI industry trends, highlighting striking similarities between the challenges then – competition from Asia, rising manufacturing costs, government support, and finding applications – and those facing the AI industry today. Moore's cautious stance on neural network chips back then, contrasted with AI's current boom, is thought-provoking. History seems to be repeating itself; technological advancements are rapid, yet fundamental industry questions persist.