As I wrote about here when markets crashed post DeepSeek. I hope you bought your compute: https://
x.com/ninadschick/st
atus/1884441717400617346?s=46&t=WW6qEKk080Mca2hx5YpPMg
…
INVESTMENT
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Buy Compute After DeepSeek Market Crash Impact
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Palantir Soars to Sixty-Nine Times Revenue Valuation
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Palantir soars: Now even more ridiculous at sixty-nine times revenue Rhetoric was flying fast and furious in Palantir’s fourth-quarter conference call. Founder and CEO Alex Karp made the case the company’s software is “making America more lethal,” and also “cutting through the
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EU Consortium AI Project Faces ROI Challenges Against DeepSeek
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Bureaucrats made a budget for this, thinking they'd get a model 10x bigger/better than DeepSeek-R1. Then they decided to create a consortium, and in practice that means 0.1x ROI for a project that finishes 18 months after R1 that was released. #BrusselsEffect
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Meta’s Open Source Strategy and AI Foundation Model Commoditization
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That would be a bull case for Meta, which has 3.3 billion pairs of eyeballs on its various services. The idea that the interface to users matters and the underlying AI foundation model will become commoditized is one reason for Meta's open source strategy. And that's not
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DeepSeek sell-off impact: Tech stocks remain expensive
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The TL Podcast for February 3rd: Stocks are pricey even after DeepSeek sell-off After a plunge in Nvidia, Arista and many others on January 27th because of Chinese AI sensation DeepSeek, tech shares ended the week with some striking gains, and many remain more expensive than six
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Europe lags far behind in AI investment spending
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L’Europe est PSYCHIATRIQUEMENT malade La Silicon Valley va investir 350 MILLIARDS de dollars dans l’IA en 2025 L’Europe annonce un investissement de 56 MILLIONS de dollars dans un modèle européen d’IA Pour rivaliser avec les USA et la Chine explique Bruxelles
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OpenAI Pro Plan Now Compelling for More Than Power Users
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when we launched the openai pro plan in december i thought it was only a good deal for extreme power users. now with the addition of 100 deep research queries per month, unlimited sora, unlimited chatgpt, o1 pro and more stuff to come, i think it is a great deal for many users!
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Sakana AI on Global AI Landscape and GPU Demand Outlook
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Sakana AI on AI Development Outlook Interview: https://
bloomberg.com/news/videos/20
25-02-03/sakana-ai-on-ai-development-outlook-video
… “David Ha discusses his outlook for the global AI landscape, saying that the emergence of models like Deepseek only fuels more demand for Nvidia GPUs. Eventually more alternative AI models will be produced.” -
Sakana AI Outlook: Deepseek Drives GPU Demand, Alternative Models Emerge
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Sakana AI on AI Development Outlook
— Sakana AI (@SakanaAILabs) 3 février 2025
Interview: https://t.co/nsWKEnNnTD
“David Ha discusses his outlook for the global AI landscape, saying that the emergence of models like Deepseek only fuels more demand for Nvidia GPUs. Eventually more alternative AI models will be produced.” https://t.co/NxyvtgX2XsSakana AI on AI Development Outlook Interview: https://
bloomberg.com/news/videos/20
25-02-03/sakana-ai-on-ai-development-outlook-video
… “David Ha discusses his outlook for the global AI landscape, saying that the emergence of models like Deepseek only fuels more demand for Nvidia GPUs. Eventually more alternative AI models will be produced.” -
Fifty Cents Compute Generates Five Hundred Dollars Value
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50 cents of compute for 500 dollars of value