The real commodity is Chinese engineering talent not the number of GPUs. Even xAI relies heavily on Chinese talent. Too bad the west isn't fighting hard for it.
Artificial Intelligence thread
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The real commodity is Chinese engineering talent not the number of GPUs. Even xAI relies heavily on Chinese talent. Too bad the west isn't fighting hard for it.
Weibo is now incorporating DeepSeek R1.
China had too much chips before R1 came out
China had too much chips before R1 came out
I feel bad for deepseek. Everyone left and right are using deepseek weights for free. They will get all the valuable data and perhaps also revenue. But deepseek will get nothing. It kinda reduces their potential for growth without all those gains.
GPU wave attack is no match for SeeSeePee bot’s technological sophistication. Hard work hardly works.
Deepseek knew this was going to happen when they open-sourced. Yet they did it anyway.
Valuable data, but most importantly than all, now everyone is going to build tooling and techniques on top of it. That means that when DeepSeek goes to make new models or products they can pick the best among the thousands of ideas that the community has already built and demonstrated to work. Plug and play baby
Same thing that Meta with Zuckerberg have been doing for so long.
Open sourcing your product actually leads to acceleration and enchantment of your internal R&D process
They may also have been able to use DeepSeek to hedge their bets and perhaps make their money in the stock market rather than from usage. They can monetize their impact this way, and of course this is their job, as a hedge fund.
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They have a better model stashed away.
Valuable data, tooling and techniques all of which Chinese companies might not share with Deepseek and you can be 100% sure foreign companies wont.
Meta/Facebook is/have a huge revenue stream. Meta AI can reinforce and expend that revenue stream. Then what is Deepseek's revenue stream? How will it get more money to do more R&D to improve Deepseek?
IIRC, DS the company still charges, albeit at much lower prices, for certain usages of their online models hosted by themselves. Such models probably receive constant updates to keep up.
Companies like Baidu and Tencent integrating their search engines with DS are probably paying for the updates, too.
DS can also charge for training models tailored for specific industries and regions. It is like how Red Hat Linux is free to download but the company (now owned by IBM) still makes money from professional services.