this post was submitted on 27 Jan 2025
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Sudden realization that AI may not be as profitable as once thought. If OpenAI and Meta are being threatened by a small, one-year-old startup, then maybe their AI tech isn't really that unique or innovative.
I'm a rube but I don't think it is this. At least not yet. I think it's about how (relatively) cheaply Deepseek was prepared/trained/idk. It just throws a spanner in the works of the Nvidia shovel sale in the path to the eventual alleged profits.
yes I think the demonstrative efficiency gains of the deepseek model put a big question mark behind nvidia's valuation, as the main hardware supplier of the "AI revolution"
Makes me wonder how much collusion there was to make US AI as resource intensive as possible to (a) generate demand in chips, which is (i) related to the trade war involving Chinese chips and (ii) was intended to keep the US ahead of the game and (b) ensure a need for fossil fuels (i) in itself and (ii) to undermine China's lead in green energy. There's not just the stock price to consider but the geopolitical angle.