How Chinese AI Startup DeepSeek Made a Model that Rivals OpenAI
When Chinese quant hedge fund founder Liang Wenfeng went into AI research, he took 10,000 Nvidia chips and assembled a team of young, ambitious talent. Two years later, DeepSeek exploded on the scene.
INVESTMENT
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DeepSeek: Chinese AI Startup Rivaling OpenAI with Advanced Model
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DeepSeek Method Open-Source Implementation Market Impact
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Disclaimer
This method was already detailed in the DeepSeek research paper—this is simply a well-executed open-source implementation. Any potential market impact on public companies should have already occurred or is currently in motion. #ArtificialIntelligence #LLMs -
Is the S-Curve Adoption Pattern Inevitable for AI Technologies?
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Isn’t the s-shaped curve inevitable? Adoption starts, accelerates, then market saturates.
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Meta Invests $100B in AR Glasses VR Headsets Mixed Reality
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Meta Invests $100 Billion into Augmented Reality Smart Glasses, Virtual Reality Headsets, Mixed Reality Quest, #Metaverse Portfolio
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Global AI Race Intensifies: DeepSeek Challenges OpenAI in Competition
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The Global AI Race Intensifies Geopolitical tensions are fueling a global race in artificial intelligence development. China's DeepSeek has launched R1, an efficient AI model rivaling OpenAI's capabilities at lower costs. This competition underscores the need for international
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AI Economics Shift: Inference and RL Drive Future Costs
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And for those arguing this means less reliance on compute—it actually means more.
 The game is shifting. The biggest costs aren’t just in pre-training on human data anymore.
 It’s on inference and new training techniques like reinforcement learning to drive the next -
DeepSeek Export Bans Real Story Beyond Cheating Accusations
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🇺🇸🇨🇳 The uproar over #DeepSeek “cheating” is missing the real story.
— Nina Schick (@NinaDSchick) 4 février 2025
Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans.
But let’s be real: U.S. export bans don’t stop compute from flowing.
20% of NVIDIA’s revenue comes from… pic.twitter.com/jSp0hGiYPbThe uproar over #DeepSeek “cheating” is missing the real story. Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans. But let’s be real: U.S. export bans don’t stop compute from flowing. 20% of NVIDIA’s revenue comes from
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Trust Emerges as Key Factor Beyond Foundational AI Models
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"In this early rush for gold in the AI market, we’ve become so fixated on the foundational models that we’ve forgotten that the real, biggest market has yet to emerge, and trust will be central to winning it." My weekly column for @InfoWorld
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Sharp Tech Added to Investment Rotation Portfolio
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Time to add Sharp Tech to the rotation! Have talked about a few times. I’m optimistic, and biased!
