Growing usage of DeepSeek AI

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

Top news pick: OpenAI’s Deep Research

Deep research is OpenAI's newest AI agent that can research anything online. It can scour hundreds of sources - scientific papers, databases, websites, etc. - to create comprehensive reports backed by evidence. All it needs is a couple of minutes to deliver expert-level analysis. Looks like we have a PhD-level research assistant at our service. 🤔

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> DeepSeek making waves

> new paper revealed comparable performance to US counterparts

> spent under $6M instead of usual billions + open-sourced

> triggered major devaluations of semiconductor and tech firms across globe ( NVIDIA, Google, ASML, etc.)

> drew massive customer influx to DeepSeek

> big tech AI market share holding steady

> ChatGPT and Gemini share dropped only ~3% Jan to Dec in 2024

> small players Perplexity, Phind and Claude grew in 2024

> but newer players & efficient search tools expected to cause significant tremor in GenAI chatbot market

> AI mentions correlate with stock gains

> NVIDIA EPS up 90.56% over 3 years (Reuters)

> showing AI's role in market dominance

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