Miscellaneous News

siegecrossbow

General
Staff member
Super Moderator
That's a surprisingly calm take from Trump


I believe the bubble will hold for a while, since it takes more than a few pricks to deflate one. It might even last until end of next quarter, since GPUs are preordered.

And until then, you can bet Sam the super scammer and Elon will be spinning new AI narratives for investors to buy into. After all, financialized markets are hype not reality.

Sam has lost all credibility but Elon, as COO of USA, may have what it takes to bring NVIDIA (and by extension, half the pension funds in America), back from the brink.

I'm thinking big datacenters will actually still be important to AI, otherwise there would be no reason for Bytedance to be having Oracle build several mega-datacenters in Malaysia for them.

They need to leverage their advantage and use AI generated stepmom pron to reinvigorate investment. China will not catch up in 5000 years.
 

4Runner

Senior Member
Registered Member
Day 1 (today is Monday) on the DeepSeek Stampede is nearing its end. It is already a historical day that anything "China" could have caused so much excitement (positive or negative) on a global scale. IIRC, it is a "first time" of its kind.

Day 2 (tomorrow is Tuesday) will be interesting, particularly the stock market movements. DeepSeek has opened a dialog or an argument on a subject that has profound impacts on stock markets as well as investment strategies. The dust has not settled yet. Since the Magnificent Seven are closely related to this event or phenomenon, stakes are literally sky high.

My views for the moment may include but not limited to:

(1) Hyperscalers are definitely being impacted.
The ball is on the OpenAI court, particularly with its pending o3 release, which now must outperform DeepSeek by a wide margin. Otherwise, the stampede may continue or even accelerate. Meta has also scheduled its Llama 4 release early this year, so Llama 4 performance versus DeepSeek is also very important under the current circumstance. Meta has setup 4 war rooms on DeepSeek as wildly reported. And I am so familiar with the notion of "war room" in software engineering that it definitely indicates Meta is treating DeepSeek deadly seriously.

(2) Small guys now have a chance.
Before DeepSeek V3 and R1, it was commonly pontificated or believed that only US Hyperscalers have the human and capital resources to lead this current AI trend. Releases of DeepSeek V3 and R1 with MIT license have shattered that myth. This aspect is for real and has profound consequences in generative AI eco-systems.

(3) It is feasible now that some form-factor of "AI in a box" can be produced with decent performance and at affordable price to the mass on a global scale. This will level the playing field dramatically in the months and years to come. Everyone can legitimately claim that a decent AI agent or engine is embedded in their products or services, frontend, backend, or any tier in between.

(4) I have already experienced productivity boost in my own programming activities. And I am pretty damn sure this DeepSeek stampede is becoming a true nightmare to many new CS students as well as new CS grads.

(5) Some technical accomplishments inside DeepSeek sources are really brilliant crazy scary stuff that somehow shake my belief in how soon AI will take over human jobs on a massive scale. In other words, those crazy people at DeepSeek are accelerating the day of reckoning and it ain't pretty.

Finally, I think, at this moment, we human civilization is officially entering the 4th industrial revolution, notwithstanding fusion viability. This AI sh*t is really becoming f*cking scary ......
 

siegecrossbow

General
Staff member
Super Moderator
Day 1 (today is Monday) on the DeepSeek Stampede is nearing its end. It is already a historical day that anything "China" could have caused so much excitement (positive or negative) on a global scale. IIRC, it is a "first time" of its kind.

Day 2 (tomorrow is Tuesday) will be interesting, particularly the stock market movements. DeepSeek has opened a dialog or an argument on a subject that has profound impacts on stock markets as well as investment strategies. The dust has not settled yet. Since the Magnificent Seven are closely related to this event or phenomenon, stakes are literally sky high.

My views for the moment may include but not limited to:

(1) Hyperscalers are definitely being impacted.
The ball is on the OpenAI court, particularly with its pending o3 release, which now must outperform DeepSeek by a wide margin. Otherwise, the stampede may continue or even accelerate. Meta has also scheduled its Llama 4 release early this year, so Llama 4 performance versus DeepSeek is also very important under the current circumstance. Meta has setup 4 war rooms on DeepSeek as wildly reported. And I am so familiar with the notion of "war room" in software engineering that it definitely indicates Meta is treating DeepSeek deadly seriously.

(2) Small guys now have a chance.
Before DeepSeek V3 and R1, it was commonly pontificated or believed that only US Hyperscalers have the human and capital resources to lead this current AI trend. Releases of DeepSeek V3 and R1 with MIT license have shattered that myth. This aspect is for real and has profound consequences in generative AI eco-systems.

(3) It is feasible now that some form-factor of "AI in a box" can be produced with decent performance and at affordable price to the mass on a global scale. This will level the playing field dramatically in the months and years to come. Everyone can legitimately claim that a decent AI agent or engine is embedded in their products or services, frontend, backend, or any tier in between.

(4) I have already experienced productivity boost in my own programming activities. And I am pretty damn sure this DeepSeek stampede is becoming a true nightmare to many new CS students as well as new CS grads.

(5) Some technical accomplishments inside DeepSeek sources are really brilliant crazy scary stuff that somehow shake my belief in how soon AI will take over human jobs on a massive scale. In other words, those crazy people at DeepSeek are accelerating the day of reckoning and it ain't pretty.

Finally, I think, at this moment, we human civilization is officially entering the 4th industrial revolution, notwithstanding fusion viability. This AI sh*t is really becoming f*cking scary ......

This is why AI must be in the hands of the Socialists. Otherwise we’d all be surplus population.
 

Africablack

Junior Member
Registered Member
Soviet Union was practically decouple from West and almost defeated US led order if not for Arabs.
Soviets built Buran automated Space Shuttle, they built Mir space station with much smaller GDP and computing power. those were things they could have built on it. Even this Tu-214/IL-96 by now exceeding 1000 with much greater improvements. They were the first with longest range FBW.
I am not sure why people are fixated on Sputnik. US took wrong lesson from Sputnik and allow Europe to surpass it in most parameters of quality of life. this has major impact on US migration. Europe would be long bankrupt if it does not have Airbus. This is the core technology. That rise of Arab wealth is directly tied to Aviation and that has transformational impact much more than these internet bubbles. This small Georgia would not have stand up to EU if they not have this backing over and under the table.
you can add Serbia to it. only when Arabs took interest in it could maintain this neutral position.
The Soviets didn't almost defeat the US led order and they weren't even close. They scored a few firsts but their system just wasn't up to scratch in the long run.
 

SlothmanAllen

Junior Member
Registered Member
This would totally destroy their ability to procure chips. Like every major US tech company (Apple, nVidia) would be destroyed outright by the policy.

… and also pharmaceuticals? Like globally? Tons of medication would become unavailable.

At some point, you just have to realize that the end goal must be to destroy the US as it currently exists.
 

iewgnem

Senior Member
Registered Member
That's a surprisingly calm take from Trump


I believe the bubble will hold for a while, since it takes more than a few pricks to deflate one. It might even last until end of next quarter, since GPUs are preordered.

And until then, you can bet Sam the super scammer and Elon will be spinning new AI narratives for investors to buy into. Financialized markets are hype not reality.

Sam has lost all credibility but Elon, as COO of USA, may have what it takes to bring NVIDIA (and by extension, half the pension funds in America), back from the brink.

I'm thinking big datacenters will actually still be important to AI, otherwise there would be no reason for Bytedance to be having Oracle build several mega-datacenters in Malaysia for them.
This isn't Trump's take, Trump is a guy who called EMAL "digital" and that was when he was 7 years younger.
This is what Trump was told his take should be by Elon and other tech oligarchs.
 
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