The markets are wrong about DeepSeek. A Chinese hedge fund just made AI: – As capable as o1 – 95% cheaper to run – Completely open source Cue panic about CapEx on AI. The end to 'American AI supremacy.' But they missed the real story: This is MORE reason to be
@ninadschick
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AI’s Ultimate Long Game: Application Layer Strategy
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Or it’s played the ultimate long game ? (Application layer AI.)
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AI’s Growing Political Importance Cannot Be Dismissed
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‘If you’re interested in politics, it’s increasingly untenable to dismiss AI as hype.’ love it.
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Palantir, NVIDIA, and Bitcoin: Investment trends analysis
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🫣 Palantir, NVIDIA, now Bitcoin …. 🫣 https://t.co/sWGt39NmS1
— Nina Schick (@NinaDSchick) 28 janvier 2025Palantir, NVIDIA, now Bitcoin ….
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AI Model Efficiency Drives Bullish Outlook Innovation Wins
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We’re still in the first inning. A model that is 50x more efficient means… more reasons to be bullish on AI True that there is all to play for though – and the incumbents — or those with biggest CapEx— can’t rest easy. Innovation wins, and it is arrogant to think that it only
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R1 AI Model Triggers Market Sell-off Across Tech Sector
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Expect market sell off on all things AI tomorrow. r1 has got ‘em rattled. But it’s still early, early days for Industrial Intelligence.
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AI Autonomy Reduces Human Involvement, Improves Results
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Less human involvement, more AI autonomy, better results.
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Humanity Unprepared for Imminent Technological Disruption
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It feels like vast swathe of humanity doesn’t understand what is coming, very soon.
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Germany’s Nuclear Decline and Fossil Fuel Dependency Crisis
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Apropos: This is the kind of insanity that’s led Germany to lose its technical edge in nuclear while burning more fossil fuels.
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EU Energy Costs Hamper AI Competitiveness vs US China
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The EU’s plan to get competitive on energy (going green but ignoring nuclear?) is like its plan to compete on AI (by regulating it). Meanwhile, industrial energy prices (2023) U.S.: $0.07–0.12/kWh China: $0.08–0.11/kWh EU energy: $0.16–0.33/kWh Most expensive,