Chinese AI Models Narrow the Gap, Apps Become the Moat, SaaS Faces Repricing

About this episode

The episode discusses the convergence of Chinese AI models with US leaders, the implications of the EU AI Act, and the evolving landscape of SaaS and private credit.

Models are converging. Chinese open source models are catching up. Applications are becoming the moat. In this episode of This Week in European Tech , Dan Bowyer and Mads Jensen of SuperSeed examine the shifts shaping AI, markets and Europe’s role. From DeepSeek’s progress to the EU AI Act, the focus is on where the real competitive edge is forming, alongside cyber incidents, the race between frontier labs, and why coding is central to how AI systems improve and are used, before closing on pressure in private credit and what it could mean for SaaS. Key highlights Chinese open-source AI is rapidly closing the gap with US leaders The EU is considering revisions to its AI Act, including scope and timeline changes Cyber incidents reveal systemic data management failures Frontier labs are moving up the stack into applications, with coding central to progress Private credit exposure to SaaS could lead to repricing Timestamps (00:00) Intro and overview of key topics (05:45) DeepSeek V4 and model competition (11:30) EU AI Act discussions (16:45) Cyber breaches and data governance issues (21:30) Digital ID systems and Estonia’s model (26:30) Sergey Brin, DeepMind and AI coding race…

People in this episode

Hosts: Dan Bowyer, Mads Jensen

Topics covered

• AI models
• Chinese technology
• EU AI Act
• cyber incidents
• SaaS pricing
• coding in AI

Keywords

• Chinese AI
• open source models
• EU AI Act
• cyber incidents
• SaaS repricing
• DeepSeek
• coding
• frontier labs

Mentioned in this episode

Organizations: SuperSeed, DeepSeek, EU, DeepMind, SpaceX

Places: Estonia

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