With the rapid development of the artificial intelligence industry, the pattern of the domestic market is undergoing drastic changes. Kai-Fu Lee, founder and CEO of Zero One World, expressed his views in a conversation program, pointing out that with the rise of DeepSeek, the Chinese market may only leave three major AI model companies in the future: DeepSeek, Alibaba and ByteDance.
Kai-Fu Lee stressed that DeepSeek's influence is reshaping the development model of the entire industry, and may even disturb the founders of OpenAI. He believes that DeepSeek's innovation and technological progress have made it a leading position in market competition, which not only promotes the application of AI technology, but also makes traditional competitors feel unprecedented pressure.

He also pointed out that the current competition in China's AI market is extremely fierce, and major companies are working hard to catch up with DeepSeek's pace. However, Kai-Fu Lee's view suggests that with the gradual reshuffle of the market, only companies that can continue to innovate and provide high-quality products can survive. Therefore, he predicted that in the end, only three giants, DeepSeek, Alibaba and ByteDance, will be left.
Against this backdrop, DeepSeek's performance will undoubtedly have a profound impact on the entire industry. Kai-Fu Lee believes that only in this fiercely competitive environment can AI technology develop faster and promote the comprehensive intelligence process of society.
Overall, Kai-Fu Lee’s remarks reflect his profound thoughts on the future of the AI industry and provide an important reference for the industry. In his opinion, DeepSeek is not only a company, but also an important force leading the future development of AI.