DeepDive R1, Jamina 2.0 AI Cost Analysis





AI Ecosystem’s Latest Trends: DeepSeek R1 vs. Gemini 2.0 Comparative Analysis


DeepSeek R1 vs. Gemini 2.0: Cost-Performance Comparison

  1. Key Aspects of DeepSeek R1

    • DeepSeek R1 is a cutting-edge AI model that emphasizes robust performance and cost reduction. This model has innovatively optimized data and the learning process, particularly through reinforcement learning.
    • DeepSeek R1 Development Stages: It is designed with an evolved structure based on its predecessor, DeepSeek V3.
    • Cost Calculation Controversy: There is a debate regarding the learning and running costs of DeepSeek R1. The announced cost of $5.57 million only includes the final training process, and there may be misunderstandings because it excludes costs of previous simulations, data generation, and trial and error.
  2. Features of Gemini 2.0

    • Gemini 2.0, introduced by Google DeepMind, significantly improved speed and performance through the Flash Thinking method.
    • Price Competitiveness: It offers APIs at a lower cost than DeepSeek R1. For example, the cost per million tokens is lower, and the processing speed is also very fast.
    • Open Source Accessibility: It is provided in a structure that is easily accessible to developers, creating an ecosystem where even small teams can utilize cutting-edge AI models.

Structure of the AI Ecosystem and Misconceptions in the Media

  1. Differences in Cost Calculation

    • Many media outlets tend to overinterpret the announced cost reductions of DeepSeek R1, reporting it as an “overwhelming cost advantage” over AI models from big tech companies.
    • The cost structure of DeepSeek R1 needs to be viewed comprehensively, including GPU utilization, data generation, and the reinforcement learning process.
  2. Reinforcement Learning-Based Model vs. Traditional Learning Model

    • Reinforcement learning-based models have a structure of generating data and self-learning, making initial settings complex and expensive.
    • In contrast, traditional Supervised Models use data generated by humans for simple learning but require large amounts of data.
  3. Perspectives on the Media’s Excessive Hype

  • While DeepSeek’s cost reduction announcement is innovative, it’s unreasonable to view it as making existing big tech models “outdated.”
  • When comparing models, it is necessary to comprehensively evaluate not only cost and performance but also data scale, GPU utilization, and the ecosystem.

MOE (Mixture of Experts) Architecture and Model Lightweighting

  1. What is MOE Architecture?

    • MOE architecture is a structure where different expert models within an AI model are specialized to work on specific tasks. For example, there are separate expert models responsible for solving math problems, generating language, and writing code.
    • Advantages: Because it activates parameters suitable only for specific tasks, it theoretically reduces computing costs.
    • Disadvantages: Because metadata of the entire model is required for the selection process, large-scale GPU clusters or data centers are necessary.
  2. MOE and Cost Reduction

    • DeepSeek models claim to have reduced costs while maintaining high performance by applying the MOE architecture.
    • However, achieving these reductions requires a smarter “base model” and large-scale data center infrastructure.

Open Source and Changes in the Industry

  1. Open Source Competition

    • Meta and DeepSeek have chosen a strategy of publicly releasing some parts of their models as open source and evolving alongside the developer community.
    • Developers are likely to create customized lightweight models based on these.
  2. Evolution of the Ecosystem

    • As lightweighting technologies utilizing open models develop, the barrier to AI utilization is gradually lowering.
    • As individual developers or startups are more likely to build or utilize their own AI models, the competitive structure is becoming more intense.

Conclusion: Innovation Continues

  1. Technological Trends

    • DeepSeek R1 and Gemini 2.0 symbolize the pace of AI technology advancement and the potential for market changes.
    • Innovations such as cost reduction, reinforcement learning, and MOE structures will continue to be major central axes in the AI ecosystem.
  2. Continuous Expansion of the Ecosystem

    • With the emergence of cheaper yet high-performing AI models, the use of AI is expected to continue to expand.
    • In particular, the open-source ecosystem is proactively developing, driving a positive trend throughout the industry.

[Related Articles at Next-Korea.com]

  1. The Future and Market Prospects of AI Open Source
  2. Use Cases of Reinforcement Learning (RL) Based Models


*Source : [안될공학 – IT 테크 신기술] 딥씨크 R1 충격적 저비용? 실제 밝힌 내용은 이렇습니다… 그리고 구글은 더 싼 모델 냈어요



1. Comparison of Global Launch Counts

  • Over the past three years, space rocket launches have been actively carried out in various countries, including the United States, China, Russia, and Europe.
  • The United States has recorded an overwhelming number of launches, with SpaceX, a private company, accounting for a significant portion of the total launches.
  • Surprisingly, the rocket launches by SpaceX alone surpass the total number of launches by China.

2. SpaceX's Leadership

  • Key achievements of SpaceX:
    • Reusable rockets (innovative technologies such as Falcon 9)
    • Low launch costs and pioneering the private space market
    • Starlink project: Aiming to provide global broadband internet, currently deploying over 6,000 low-Earth orbit small satellites above the Earth.
    • Solidified its position by supporting the restoration of communication networks in Ukraine through Starlink during the Ukraine-Russia war.
  • Economic model: Reducing launch costs through the mass launch of small satellites. Expanding the business model by improving internet access in underdeveloped areas and remote regions.

3. China's Status

  • The Chinese government is making large-scale national investments in space, easing regulations on private companies, and leading to the emergence of various space startups.
  • Competition between China's space station "Tiangong" and the International Space Station (ISS, centered in the US).
  • China is also actively competing in lunar exploration and asteroid resource exploration.

4. Political and Military Implications of the Global Space Industry

  • Space technology is considered not just research but a security and strategic asset for each nation.
  • Dual-use of launch vehicle technology similar to missile technology.
  • Competition for national surveillance and data dominance through communication satellites.
    • Example: The global distribution of Starlink satellites is considered a security threat to Russia and China.

Future Prospects and Key Issues

1. Expansion of Economic Ripple Effects

  • Increased economic accessibility to the space industry.
  • Emergence of a "New Space" era centered around the private sector.

2. Technological Potential and Limitations

  • Price competitiveness and technological stabilization remain challenges.
  • Cases of astronomical research being affected by celestial observations and increased satellites have been reported.
  • Possibility of an intensifying problem of space debris.

3. International Norms and Conflict Factors

  • Current international space agreements are limited, and the issue of territorial rights and sovereignty in outer space may become a long-term issue.
  • Although the possibility of armed conflict in space is low, the possibility of security conflicts such as satellite attacks always exists.

4. Expandability of Space-Based Technology

  • The development of satellite internet services like Starlink is changing the global telecommunications market, and the backlash from Korean and major national telecommunications companies is also a major issue.
  • Space is becoming a place to find new economic opportunities such as manned exploration of Mars and resource collection beyond lunar exploration.

< Summary >

  • Over the past three years, SpaceX has taken a leading position in the space industry, recording an overwhelming first place in global space rocket launches.
  • Proved the potential of the private space industry through low-Earth orbit satellite internet and reduced launch costs.
  • China is also actively competing in space technology and industry, operating the Tiangong space station as a counterpart to the ISS.
  • While space resource exploration and the pursuit of new economic opportunities are being activated, security concerns and conflicts over space norms are emerging as important issues.
  • The impact of satellite projects like Starlink on the global telecommunications market is noteworthy.

[More…]

  1. SpaceX and the New Space Era
  2. Changes in the Satellite Internet Market: Starlink and Competitors

*YouTube Source: [Jun’s economy lab]


– 스페이스X에 투자해야 하는 이유(ft.이재훈 작가 1부)

 AI Ecosystem’s Latest Trends: DeepSeek R1 vs. Gemini 2.0 Comparative Analysis DeepSeek R1 vs. Gemini 2.0: Cost-Performance Comparison Key Aspects of DeepSeek R1 DeepSeek R1 is a cutting-edge AI model that emphasizes robust performance and cost reduction. This model has innovatively optimized data and the learning process, particularly through reinforcement learning. DeepSeek R1 Development…

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