[Kai-Fu Lee: There will most likely be only three major companies left in China's big model industry in the future] Kai-Fu Lee, founder and CEO of Zero One Everything, publicly stated that the rise of DeepSeek is completely subverting the artificial intelligence industry and may have a major impact on OpenAI. He predicts that the Chinese market may eventually only have three major AI model companies left: DeepSeek, Alibaba, and ByteDance, among which DeepSeek has a strong momentum. He further revealed that the recent changes that can be seen are that investors in China and the United States are almost no longer betting on more and more expensive underlying model companies. They are more willing to invest in innovative companies of AI applications, consumer applications, and AI infrastructure types, as well as the vast market demand for enterprise applications. In the future, every application and thousands of industries will be reshaped by AI, and these applications can provide real value to enterprises.
