Tech
The Fight for AI Market Dominance | CNBC Marathon
CNBC Marathon explores how different big tech companies are fighting for AI market dominance.
A little-known AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek, as the lab is called, unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. The new developments have raised alarms on whether America’s global lead in artificial intelligence is shrinking and called into question big tech’s massive spend on building AI models and data centers. In a set of third-party benchmark tests, DeepSeek’s model outperformed Meta’s Llama 3.1, OpenAI’s GPT-4o and Anthropic’s Claude Sonnet 3.5 in accuracy ranging from complex problem-solving to math and coding. CNBC’s Deirdre Bosa has the story. This video also includes Bosa’s full interview with Perplexity CEO Aravind Srinivas.
Humanoid robots are catching the attention, and billions of investment dollars, from big tech companies like Amazon, Google, Nvidia and Microsoft. Elon Musk is betting the future of Tesla on these machines, predicting its robot, Optimus, could propel it to a $25 trillion market cap. Powered by artificial intelligence, these bots have seen quantum leaps in what they’re capable of in just the past few years. CNBC’s Kate Rooney speaks with Agility Robotics, Apptronik, Sanctuary AI and others to explore the rise of these AI-driven humanoids, if they’re a cure-all for our global workforce problems, or if this is yet another tech bubble.
Microsoft, Google and Amazon, along with other tech companies, have been getting creative in how they’re poaching talent from top artificial intelligence startups. Earlier this month, Google inked an unusual deal with Character.ai to hire away its prominent founder, Noam Shazeer, along with more than one-fifth of its workforce while also licensing its technology. It looked like an acquisition, but the deal was structured so that it wasn’t. Google wasn’t the first to take this approach. In March, Microsoft signed a deal with Inflection that allowed Microsoft to use Inflection’s models and to hire most of the startup’s staff. Amazon followed in June with a faux acquisition of Adept where it hired top talent from the AI startup and licensed its technology. It’s a playbook that skirts regulators and their crackdown on Big Tech dominance, provides an exit for AI startups struggling to make money, and allows megacaps to pick up the talent needed in the AI arms race. But while tech giants might think they’re outsmarting antitrust enforcers, they could be playing with fire. CNBC’s Deirdre Bosa has the story.
Chapters:
00:00 Introduction
01:17 How China’s New AI Model DeepSeek Is Threatening U.S. Dominance (Published Jan 2025)
41:40 Why Nvidia, Tesla, Amazon And More Are Betting Big On AI-Powered Humanoid Robots (Published August 2024)
58:48 How Google, Microsoft And Amazon Are Raiding AI Startups For Talent (Published July 2024)
Anchor: Deirdre Bosa
Produced by: Andrew Evers. Jasmine Wu, Laura Batchelor, Drew Troast
Reporter: Kate Rooney
Edited by: Matt Soto,
Field Producer: Kevin Schmidt
Senior Director: Jeniece Pettitt
Additional Camera: Katie Tarasov, Lisa Setyon
Additional Footage: Getty Images, Character.ai, Agility Robotics, Sanctuary AI, Apptronik, Tesla, Figure AI, Boston Dynamics, Nvidia
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The Fight for AI Market Dominance | CNBC Marathon
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Grocery stores like Kroger are using AI to help find value for perishable food that would otherwise end up in the trash. The data being generated by Flashfood and companies like it are giving retailers insights into consumer behaviors like showing what products will sell, at what price and at what point they are in their shelf life. CNBC’s Brandon Gomez looks into this growing technology.
Produced, Shot and Edited by: Natalie Rice
Reporting by: Brandon Gomez
Animation: Jason Reginato, Christina Locopo
Senior Director of Video: Lindsey Jacobson
Additional Footage: Flashfood, Getty Images
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How AI Is Helping Grocery Shoppers Save Money
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The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Token consumption, the basic unit of AI usage, is becoming a distorted metric. Companies like Shopify and Meta have created internal “tokenmaxxing” leaderboards that track how many tokens employees use, and Nvidia CEO Jensen Huang said engineers should be spending half their salary on tokens. But token demand is what the entire AI investment cycle is built on, and that demand number may not be real. CNBC’s Deirdre Bosa shares her perscpective on why Anthropic, by pricing its tools for that reality, might be the best positioned AI company if a correction comes.
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Additional Production: Drew Troast
Edited by: Matt Soto
Animation: Emily Park
Senior Director of Video: Jeniece Pettitt
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AI Demand Is Overstated — Only Anthropic Is Being Realistic
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The minivan has ticked back up in sales in recent years, and is a surprisingly significant share of sales for those still in the segment–Honda, Toyota, Kia, and Chrysler. The Pacifica minivan is the only model line Chrysler sells–something that has led industry watchers to fear the legendary American brand is on its last legs. Chrysler brand CEO Matt McAlear, who also runs Dodge, says more plans will be revealed at parent Stellantis’s investor day on May 21. In the meantime, the minivan is faring rather well, he said. Affordability is a growing concern for many buyers, and a minivan’s average transaction price is about $20,000 dollars less than that of a large SUV in the US. That is a great value for a buyer that needs a spacious vehicle for ferrying passengers or even cargo, say analysts.
Reporting by: Robert Ferris
Editing and Camera: Darren Geeter
Additional Camera: Natalie Rice
Senior Director of Video: Jeniece Pettit
Additional Footage: Getty Images, Stellantis, Toyota
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Why Chrysler Says There Is A Minivan ‘Resurgence’
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SUVs and pickups have really taken over the US car market. But with average vehicle prices so high, some automakers are still selling healthy numbers of sedans and other low-roofed passenger cars. Kia, Toyota, and Volkswagen, among others have kept sedans in the market, and EVs like the Tesla Model 3 are popular. Detroit automakers Ford and GM have hinted they might want back in.
Reporting by: Robert Ferris
Editing and Camera: Darren Geeter
Additional Camera: Natalie Rice
Animation: Jason Reginato, Emily Park
Senior Managing Producer: Tala Hadavi
Additional Footage: Getty Images, Kia, Toyota, Volkswagen
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‘Affordable’ Sedans Are Luring Buyers…Including Young Ones
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Artificial intelligence is reshaping cybersecurity across the crypto industry. While Bitcoin itself is considered resilient, the platforms that connect users to their assets may be more vulnerable. AI can scan complex software systems quickly, uncovering hidden flaws and enabling faster attacks. This shift is forcing crypto companies to rethink how they protect their infrastructure.
Chapters:
0:00 Introduction
0:40 Anthropic’s Mythos model
3:35 Where crypto is most exposed
4:59 Solutions?
Produced, shot and edited by: Charlotte Morabito
Additional Editing by: Andrea Miller
Additional Reporting by: Tanaya Macheel
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images
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What Anthropic’s Mythos Means For Crypto Security
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