It’s because their Nvidia stock is crumbling, and they want to know why!
BIG TECH
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DeepSeek’s Cost-Efficient Training Methods Explained
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One explanation of how DeepSeek was able to train its model so cheaply..
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Company Challenges AWS with Provocative Name Strategy
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No, I'd say the "lede" is that they're sticking a finger in AWS' eye with the name. 😉
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Anthropic Hiring for Claude Relations Role
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I'm hiring for a new role @AnthropicAI
. Join me in shaping the future of Claude Relations. This won't be your typical developer relations position. I'm looking for technical folks with unique backgrounds and perspectives to apply. sf/nyc based -
DeepSeek’s Rise Won’t End GPU Demand, Wall Street Says
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Wall Street’s Best Ideas: No, DeepSeek does not mean the end of buying tons of GPUs The Chinese AI innovation DeepSeek gives the impression no on will buy Nvidia GPUs anymore. But the program scores lower on some tests, suggesting the race for progress will continue.
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DeepSeek’s 10X Efficiency Breakthrough Reshapes AI Resource Demands
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Take your intelligence estimates for Project Stargate and multiply them by 10. Every AI lab now has the means to make their models 10X+ more efficient because of DeekSeek. This doesn’t mean AI and chips will be used 10X less: the 10X cost decrease means it gets used 10X more.
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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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OpenAI’s Capital Raising Masks Technical and Commercial Weaknesses
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We’re basically seeing this again. OpenAI with Sam Altman is so good at raising capital (incl. now from Softbank) that it's covering up the company’s technical & commercial weaknesses. See also this excellent @AINowInstitute report from @bcmerchant
. 23/ https://
ainowinstitute.org/general/ai-gen
erated-business
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DeepSeek challenges OpenAI’s expensive scaling strategy
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DeepSeek now also undermines the business case for scaling. OpenAI has been burning through staggering sums of cash to keep up its scaling paradigm and has yet to figure out how to balance its checkbooks – and it turns out it didn’t need to spend so much cash. 18/
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DeepSeek challenges OpenAI’s narrative on AI development trade-offs
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But DeepSeek shows – in the same moment as the Stargate announcement – that the trade off that OpenAI & co frame as wholly necessary is actually not. 15/