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.
ECONOMY
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AI Market Collapse: Barriers Dissolve, Startups Struggle
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Les valeurs IA s’effondrent Le marché réalise qu’il est très facile de produire de l’IA Aucune barrière à l’entrée Les startups vont peiner à se financer Les introductions en bourse vont être impossibles L’intelligence devient gratuite mais les producteurs d’IA MORFLENT
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Cash masks foundation problems until innovation necessity vanishes
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They could mask all of the shakiness in their foundations with the hilariously large infusions of cash for quite a while — but eventually everything would topple. Necessity is the mother of innovation. Without necessity, the existential drive to innovate disappears. 22/
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Silicon Valley’s Control Over Critical Energy and Water Infrastructure
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Now on top of the negative externalities on people’s power, water, air, and global climate, we have another: the ceding of more & more control over critical energy & water infrastructure to Silicon Valley. I wrote about this last week in @TheAtlantic
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Tech Giants’ Emissions Surge Due to AI Energy Demands and Fossil Fuels
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Then there are the global impacts. More coal & gas means more carbon emissions, accelerating our climate crisis. Hence why Google & MSFT saw a ~50% & 30% jump in emissions since 2019 & 2020 respectively (from @darakerr at @npr
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Data Centers’ Impact on Power Supply Infrastructure and Externalities
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Many journalists have written extensively about those externalities. When these massive data centers come to town, they distort power supplies (per @business
’s @Leonardonclt
, @naurtorious
, @andretartar
)… 7/ -
Massive data centers require extraordinary resource consumption externalities
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The problem is there are myriad huge negative externalities of taking this approach – not least of which is that you need to keep building massive data centers, which require the consumption of extraordinary amounts of resources. 6/
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Commoditization of Intelligence: Market Pricing and Business Model Challenges
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interesting how the market is unable to really price in commoditization of intelligence ~free fundamental tech are always hard to model – brings in divergences and calls for new business models outside of low-order extrapolations
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China’s DeepSeek AI Challenges US Dominance Geopolitically
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Le nouveau modèle chinois @deepseek_ai est un choc géopolitique et technologique 1 La Chine rattrape les USA en IA 2 Cette concurrence inattendue va accélérer la démocratisation de l’intelligence qui devient GRATUITE 3 La position misérable de l’Europe en IA devient une
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Open Source AI Commoditization and Product Integration Moats
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every time you declare open-source AI dead another team rise up like a Whac-A-Mole intelligence will be commoditized the remaining moat will be the quality of the product and how it integrate with co-factors. that’s were billions dollars ai companies will be built