China's AI App Dominates: A Deep Dive into Costs (Full Transcript)

Speaker 1: What the f**k happened? How is this AI model out of China the number one app in the app store?

Speaker 2: They said the whole thing only costs six million dollars to make. Trust me, it takes a lot more money than that. Also, I know this might be a bad time, but about that 500 billion dollar Stargate investment, when can I have that? Are you kidding? Also, our sanctions on chips were supposed to prevent this.

Speaker 1: I did not give them our best chips. They did this with the sh**ty ones. So you tried to stop them, but instead you just made them hyper-efficient.

Speaker 2: Yeah, that didn't really go as planned. Well, look at this. I just tried asking about Tiananmen Square and it censored itself, so no one's going to use it.

Speaker 1: A week ago, millions of Americans signed up for Red Note. Do you really think they care?

Speaker 2: Well, can their model look at a photo and tell you what's in it? Because we can. Yes. Why are you even here?

Speaker 1: Hey, we're investing 65 billion dollars into AI this year. Oh my god, yeah, that'll fix it. A hundred times more investment than it took them, and you're going to come back to me with what? More AI accounts donating computer-generated codes to a made-up charity? Hey, we shut those down.

Speaker 2: I mean, I still just don't believe it cost them so little.

Speaker 1: Yeah, likely thing for you to say.

Speaker 2: Wait, someone just attacked DeepSeek. We're saved.

Speaker 1: Oh, um, perfect timing.