Should the tech bros be nervous at the innovation abroad? Will they push to have DeepSeek banned in the U.S. or is that impossible now that the proverbial open source cat is out of the bag?
I was just gonna say something similar.
“Everybody should buy back in.” - me with an uncomfortable 20 percent of brokerage portfolio in $NVDA and $TSMC
the current spin is that deepseek’s approach (pending reproducibility) reduced gpu needs by an order of magnitude but due to cost savings so many more apps will emerge that runtime need for compute will go through the roof. in other words nvda is actually the biggest winner! that’s a fantastic spin and plausible too.Should the tech bros be nervous at the innovation abroad? Will they push to have DeepSeek banned in the U.S. or is that impossible now that the proverbial open source cat is out of the bag?
Up almost 9% today.Nvidia will be just fine.
Deepseek just proved you need fewer Nvidia chips than previously believed to do the kind of computing they’re doing. Their position has materially changed. I’d question the valuation.Nvidia will be just fine.
The AI wars just getting started
THIS! DeepSeek was released 3 days before Trump’s announcement. They knew…The tech bros asking for 100s of billions in funding only to be beat by China doing it ten times cheaper lol.
Deepseek just proved you need fewer Nvidia chips than previously believed to do the kind of computing they’re doing. Their position has materially changed. I’d question the valuation.
Why would NVDA claim you need so many of their chips to handle AI development? What’s their angle?🤫Deepseek just proved you need fewer Nvidia chips than previously believed to do the kind of computing they’re doing. Their position has materially changed. I’d question the valuation.
It’s not gobs of money, I know that!Why would NVDA claim you need so many of their chips to handle AI development? What’s their angle?🤫
Agreed and IMO the money will be made by things that use AI to reduce costs and time lines. AI itself will get cheaper and cheaper, like TV sets.The AI wars just getting started
chatgpt otoh apparently cannot be broken. confident legit looking answers are always provided and many times turn out to be total bullshit which of course is exactly how humans also are.I've broken Deepseek multiple times asking it science questions. It apologizes when I said it was wrong and it still couldn't fix itself.
I guess my job is safe from my computer overlords.
I’d love to see how they coded the censoring of the things like the Tiananmen Square Massacre in their ‘open source’.chatgpt otoh apparently cannot be broken. confident legit looking answers are always provided and many times turn out to be total bullshit which of course is exactly how humans also are.
i understand that the code is open-source (as in we can compile and have it run on data of our choice) but am i correct in thinking we might never know what data they used for training or how their (chinese deepseek ai) weights affect answers, correct? So is it fair to think that even though the code is open-source their ai actually isn't?I’d love to see how they coded the censoring of the things like the Tiananmen Square Massacre in their ‘open source’.
The screen grabs I’ve seen where it starts to answer, and then stops itself as soon as it says the ‘forbidden thing’ have to be in the code, not it’s training. It’s ’catching itself’ after formulating the forbidden answer.i understand that the code is open-source (as in we can compile and have it run on data of our choice) but am i correct in thinking we might never know what data they used for training or how their (chinese deepseek ai) weights affect answers, correct? So is it fair to think that even though the code is open-source their ai actually isn't?
Weird that creating laws to responsibly regulate something before a problem arises is regarded as strange, unless I'm misinterpreting the post. It certainly is different than the American approach which is to let people get harmed by something and then create laws to regulate that one specific instance. Gotta let the "innovators" grift first!
Not weird that one environment suffocates innovation, and the other doesn’t.Weird that creating laws to responsibly regulate something before a problem arises is regarded as strange, unless I'm misinterpreting the post. It certainly is different than the American approach which is to let people get harmed by something and then create laws to regulate that one specific instance. Gotta let the "innovators" grift first!
The world is our omelet.Well, I guess it is certainly a risk vs. reward question. Americans just aren't afraid to break eggs in the name of innovation.
Well, I guess it is certainly a risk vs. reward question. Americans just aren't afraid to break eggs in the name of innovation.
I break eggs with no intention of making an omelet. Just fried eggs. Does this make me a psychopath?The world is our omelet.
A few weeks back I went a few rounds with ChatGPT. I asked it how to do something and it kept giving me answers that were wrong. I'd tell it that the answer was wrong and it would apologize and come up with another solution that was wrong. When I told it that solution was also wrong it repeated the first wrong answer.I've broken Deepseek multiple times asking it science questions. It apologizes when I said it was wrong and it still couldn't fix itself.
I guess my job is safe from my computer overlords.
Crab meat enters the chat
I've broken Deepseek multiple times asking it science questions. It apologizes when I said it was wrong and it still couldn't fix itself.
I guess my job is safe from my computer overlords.
Very true.But you're not safe with idiots in charge, they don't always care about right and wrong.
NVDA released a statement that pretty much said it was a revolutionary product and it opened a 3rd way of learning. As best as I could understand it.Has there been any verification of the claims made? Not from what I have seen. I believe nothing out of china. Nvidia will be just fine.
NVDA released a statement that pretty much said it was a revolutionary product and it opened a 3rdwayeye of learning. As best as I could understand it.