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How DeepSeek crashed the AI party to take on Nvidia and ChatGPT

On this episode of The Vergecast, we talk about all these angles and a few more, because DeepSeek is the story of the moment on so many levels. Nilay and David discuss whether companies like OpenAI and Anthropic should be nervous, why reasoning models are such a big deal, and whether all this extra training and advancement actually adds up to much of anything at all. (Nilay has a long comparison to Bluetooth, in case that helps you guess where we land.)

After that, we go through our email inbox (vergecast@theverge.com) and the Vergecast Hotline (866-VERGE11), and talk about some of your responses to last week’s question about how people use AI. Thank you so much to everyone who wrote in and called! There are so many interesting, complex, thoroughly human ways we’re all interacting with ChatGPT, Gemini, Claude, and the rest (but frankly, mostly ChatGPT), and we learned a lot from your examples. They also made us feel many feelings.

If you want to know more about everything we discuss in this episode, here are some links to get you started, first on DeepSeek and AI:

And in the lightning round:

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