Ladies and gentlemen, the story is simple: the good guys win, the bad guys lose, and as always never bet against China.
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- Thread starter bd popeye
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Achievement unlocked: Legendary Wumao.
Agree, DeepSeek guys are getting a lot of hate for creating and giving a technology that could create and distribute a lot of wealth. From a technological point of view reminds me more or less of Linux, which I think is the piece of software that have created more wealth in the world than any other software, which is free and open source. Someone would think that would be a little more long term thinking in wall street but looks like not, everything is just a bubble.
To understand how America tech works, I recommend the documentary The Inventor: Out for Blood in Silicon Valley (2019). It shows how a company built on nothing managed to secure billions in funding, including money from people like Rupert Murdoch, Larry Ellison, Betsy DeVos, the Walton family, Carlos Slim, Tim Draper, Robert Kraft, George Shultz, Henry Kissinger, and James Mattis.
Maybe it's the lead up to the technological singularity. At this rate China will take humanity into its next age.
As a previous post of mine said, that's got the white supremacists that are fervent believers in the transformative potential of AI worried at an existential level as it means non-whites may become dominant for the rest of future history.
Too many reactionaries. DeepSeek has shifted the profit/revenue portion from training to inference because of how cheap it is to run. This extremely low cost will significantly expand addressable market and use cases (something for US big tech to worry about, how can they recoup inference investment from their customers/users who are used to freeloading...)
However that also means that US efforts to monopolize AI and rent-seek on the rest of the world have been annihilated. Now every cheap random company can come up with their own unique products and expand quickly without such huge costs.
That also means though that Nvidia is still a winner because demand will simply shift to inference/test-time compute. BUT, whereas Nvidia's moat in training was so big, it's moat in inference is much weaker with also a lot more risk on disruption breakthroughs coming in from various startups
So, yeah, AI is here to stay, and let the Wall Street play its own games. In the real world, everyone is thankful to DeepSeek for destroying US' malicious plans and for providing such a gift to humanity.
Thank you DeepSeek, and screw ClosedAI
However that also means that US efforts to monopolize AI and rent-seek on the rest of the world have been annihilated. Now every cheap random company can come up with their own unique products and expand quickly without such huge costs.
That also means though that Nvidia is still a winner because demand will simply shift to inference/test-time compute. BUT, whereas Nvidia's moat in training was so big, it's moat in inference is much weaker with also a lot more risk on disruption breakthroughs coming in from various startups
So, yeah, AI is here to stay, and let the Wall Street play its own games. In the real world, everyone is thankful to DeepSeek for destroying US' malicious plans and for providing such a gift to humanity.
Thank you DeepSeek, and screw ClosedAI
Does the recent turn of event mean that the actual winner of the Cold War is the PRC?
technofeudalism where we get even less rights and protections than medieval serfs
Honestly I think that's some sort of opsec thingy... There's like 1 real photo of the man himself and it's a video screenshot from that meeting with the government?
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About recent advances in LLM
Once is a happenstance, twice is a coincidence, thrice is planned.
This is just yet another time of a long list of industries where China inserted itself horizontally into the lead seemingly out of nowhere. To me, that proves the existence of a moat. US can just not keep up with China's funding scale. US was ahead yesterday in LLM, but China is investing much more total money into other adjacent sectors, until they can just move over horizontally and take over LLM as well. There is a significant moat consisting of (China gdp - US gdp) + the efficiency/corruptability index difference between Beijing and Washington.
No matter how many shitcoins they launch, they will never overcome China's barrier. Only productivity, incorruptability and hard work can.
Hope some idiots didn’t go all in on AI labs!