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.
GENERATIVE AI
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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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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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Perplexity adds US-hosted DeepSeek R1 reasoning
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BREAKING 🚨: Perplexity released US-hosted DeepSeek R1 reasoning option 👀 https://t.co/Wm5KT4bmpO pic.twitter.com/yKnzCQCt7n
— 🚨 AI News | TestingCatalog (@testingcatalog) 27 janvier 2025BREAKING : Perplexity released US-hosted DeepSeek R1 reasoning option
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DeepSeek’s Innovation Through Constraints and AI Development Alternatives
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DeepSeek is the flip side of the same coin: It innovated because of, not in spite of, its constraints. And now that it has upended the assumptions of the dominant AI paradigm, we should reject its costly trade-offs and seek new ways to develop AI without so many harms. 24/
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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/
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Synthetic Data’s Role in AI Training and Data Privacy
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Ahead of #DataPrivacyDay, SAS' Brett Wujek explains the valuable link between the protection of personal data and synthetic data. Within just a few years, about half of the data used to train AI will be synthetic. This matters for you and your business. http://
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Free AI Agent Proxy for browser tasks
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Here's a free version of Operator to try: @convergence_ai_ has just dropped "Proxy" – an AI Agent capable of executing browser-based tasks (it's free today, soon to be $20/mo) Pretty impressed so far, link below