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
INVESTMENT
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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
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Deepseek R1 challenges GPT o3 in AI competition between US and China
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Le monde de la tech est en ébullition depuis le lancement de l’IA chinoise Deepseek R1, visiblement plus performante et légère que GPT o3. Le choc des titans a commencé, entre d’une part une Amérique qui va déréguler à tout-va, et d’autre part une Chine qui va tenter d’imposer
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R1 AI Model Triggers Market Sell-off Across Tech Sector
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Expect market sell off on all things AI tomorrow. r1 has got ‘em rattled. But it’s still early, early days for Industrial Intelligence.
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Deepseek Vindicated: China’s AI Engineering Supremacy Emerges
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In my book AI Superpowers, I predicted that US will lead breakthroughs, but China will be better and faster in engineering. Many people simplified that to be “China will beat US”. And many claimed I was wrong with GenAI. With the recent Deepseek releases, I feel vindicated.
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Product Strategy: Aligning Mission with Execution Plans
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Some key takeaways: 1. Product strategy sits between mission/vision and execution plans, forcing choices about where to deploy scarce resources for maximum impact. A good strategy includes three key components:
a. A handful of focus areas (strategic pillars)
b. Areas explicitly -

AGIALPHA Token Launch: New AI Cryptocurrency Project
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$AGIALPHA is History. Contract: tWKHzXd5PRmxTF5cMfJkm2Ua3TcjwNNoSRUqx6Apump. Discord: http://
discord.gg/montrealai #AGIALPHA -
Trump Invests 500 Billion in AI, France Abandons Its Plan
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While Donald Trump announces a 500 billion dollar plan for artificial intelligence, France has simply scrapped the 10 billion plan proposed by the AI commission in 2024.
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Silicon Valley Embraces DeepSeek, China’s Latest AI Model
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Silicon Valley Is raving about DeepSeek, a Made-in-China #AI Model https://
wsj.com/tech/ai/china-
ai-deepseek-chatbot-6ac4ad33?st=no9h4v
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Chai: Western DeepSeek competitor with 1.4M DAU chatbot
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pod with @chai_research
! Outlasting @NoamShazeer
, crowdsourcing Chat + AI with >1.4m DAU, and becoming the "Western DeepSeek": https://
latent.space/p/chai Chaiverse is what @lmarena_ai would be if it were taken very very seriously (backed by $1m in prizes) and every new model
