Nvidia stock down 5% today so far
Miscellaneous News
- Thread starter bd popeye
- Start date
The hawks are already panicking. I anticipate they will push for an full scale semiconductor blockade sooner or later.
They should blow up TSMC then ban anyone born in China from working on AI in America, lol
i dont see copium. that person was saying that Belarus, Bulgaria, Poland and Ukraine will enter this AI race. i gave him info that they are not in this race when the comparison is made with unlimited wealth and that Soft power. Attraction is not just the wealth. It is that integration of that wealth and Soft Power that Russia is doing that will make a difference. Its a long race. These things are built on prior decades experiences when West was at peak and still Arabs came on top in wealth. and there many examples of it where Arabs are behind it than complex projects get implemented like this Airbus A380. They are willing to pay $20b to resurrect A380. which was essentially an Arab project.
The US about to bring back the "one-drop rule" but for Han. Pack your bags, lads—we're going camping.
Godspeed, Mexican lions of freedom.
Taiwanese morons: Bbbbbutttt my lineage is Japanese!!! Ahh sh...t... ACTUALLY I am of DUTCH descent!!!
They are about as Dutch as a Dutch oven is an oven.
This is exactly what Rome's final years must have felt like. I can picture the various tribes like Goths, Saxons, and Vandals strolling across the border like they owned the place, going in and out, fighting back, just like the cartels do now. While Roman civilians cheered on gladiator fights and lined up for free grain, people in the U.S. are enjoying TikTok trends, numbed by fentanyl, and kept pacified with welfare checks for now.
Day 3 is well under way. There is excitement of new ways of doing things with DeepSeek R1. There is anxiety of national security. There is MSFT investigating if distilling OpenAI is actually stealing. From my lens so far today, things are settling down a little bit, from financials to software vendors to freelancing users. So here are some additional observations:
(1) DeepSeek R1 is truly first of its kind in (1) it is MIT licensed; (2) it has a white paper in technical insights; (3) it is relatively straightforward integrating various aspects of its open source release with proprietary tools or solutions.
For disclosure, I subscribed Perplexity Pro for $20 month, since its CEO started pitching how wonderful DeepSeek R1 works for Perplexity AI services. Now I am not going to judge how it actually works versus DeepSeek website or DeepSeek R1 distilling Llama. They all good as long as it is 百花齐放。I am paying to find out who is naked at the end of the day.
(2) OpenAI interest group is freaking out. Based on my current understanding, DeepSeek V3/R1 and Alibaba Qwen2.5-Max and Kimi.ai etc. have material impact on the OpenAI business model. I have not heard anything w.r.t. 500B Stargate in the last few days. Almost everything was around DeepSeek.
(3) Independent or third-party vendors are really excited. Prior to DeepSeek open source releases, they were all scared of living under the shadow of hyperscalers. The memory of the first internet bubble and the second cloud bubble lingers: if you don't have bubbly XYZ then your business is going to be obsolete. Now with DeepSeek and other competing offerings, we are fundamentally entering into the next phase of solution integration and enduser deliverables in real world use cases.
We are truly living in an interesting time ...... Happy Chinese New Year to everyone!
(1) DeepSeek R1 is truly first of its kind in (1) it is MIT licensed; (2) it has a white paper in technical insights; (3) it is relatively straightforward integrating various aspects of its open source release with proprietary tools or solutions.
For disclosure, I subscribed Perplexity Pro for $20 month, since its CEO started pitching how wonderful DeepSeek R1 works for Perplexity AI services. Now I am not going to judge how it actually works versus DeepSeek website or DeepSeek R1 distilling Llama. They all good as long as it is 百花齐放。I am paying to find out who is naked at the end of the day.
(2) OpenAI interest group is freaking out. Based on my current understanding, DeepSeek V3/R1 and Alibaba Qwen2.5-Max and Kimi.ai etc. have material impact on the OpenAI business model. I have not heard anything w.r.t. 500B Stargate in the last few days. Almost everything was around DeepSeek.
(3) Independent or third-party vendors are really excited. Prior to DeepSeek open source releases, they were all scared of living under the shadow of hyperscalers. The memory of the first internet bubble and the second cloud bubble lingers: if you don't have bubbly XYZ then your business is going to be obsolete. Now with DeepSeek and other competing offerings, we are fundamentally entering into the next phase of solution integration and enduser deliverables in real world use cases.
We are truly living in an interesting time ...... Happy Chinese New Year to everyone!