The R1 model wasn't free, and the DeepSeek R1 paper doesn't talk about costs at all. The $5.567M cost for DeepSeek is for when you have all the ingredients in front of you – running that recipe costs $5.567M. It doesn't consider the cost of procuring those ingredients (in this
INVESTMENT
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DeepSeek Disruption Favors Application Layer Over Foundation Models
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Today's "DeepSeek selloff" in the stock market — attributed to DeepSeek V3/R1 disrupting the tech ecosystem — is another sign that the application layer is a great place to be. The foundation model layer being hyper-competitive is great for people building applications.
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DeepSeek challenges American AI dominance with superior reasoning
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On est d’accord Frédéric mais ChatGPT n’est pas exempt de censure et d’erreur ! La menace est la pour l’hégémonie américaine et les marchés n’ont pas tardé à réagir. L’adoption chez les Américains est fulgurante et les performances sont la en terme de raisonnement. DeepSeek
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DeepSeek’s Market Disruption Forces AI Makers to Reinvent
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Voilà …. les performances exceptionnelles de @deepseek_ai ont détruit 1.000 milliards en bourse en quelques minutes… Les fabricants d’IA doivent se réinventer L’Europe est plus que jamais marginalisée
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DeepSeek-R1 Training Cost: Missing R1 Distillation Expenses
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The real question: What is the DeepSeek-R1 training cost? The $5.567M DeepSeek cost is missing the cost of training the R1 model to get distilled data. Table 9 in the DeepSeek v3 paper shows that the R1 distillation step is critical for quality. The R1 paper doesn't talk about
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Nvidia Stock Decline: Market Trends Analysis
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It’s because their Nvidia stock is crumbling, and they want to know why!
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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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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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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
