Discussion

• @mgsiegler.com M.G. Siegler on bluesky

  The most wild thing about this chart is just how utterly Meta, Google, and ByteDance dominated it just a couple months ago.  Now barely a couple spots.  [image]

• @luokai @luokai on threads

  DeepSeek is now ranked first on the App Store overall chart, an achievement that even Google, Meta, and Anthrophic have not accomplished.  Why?  I think some of the posts below explain part of the reason.

• @pmarca Marc Andreessen on x

  Deepseek R1 is one of the most amazing and impressive breakthroughs I've ever seen — and as open source, a profound gift to the world. 🤖🫡

• @pmarca Marc Andreessen on x

  Deepseek R1 is AI's Sputnik moment.

• @satyanadella Satya Nadella on x

  Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of. https://en.m.wikipedia.org/...

• @birdyword Mike Bird on x

  In total market cap, the Nvidia selloff today is a little bit bigger than if the entire listed market of Mexico went to zero. [image]

• @danprimack Dan Primack on x

  .@DavidSacks' job just became much more interesting

• @oren_cass Oren Cass on x

  First we let China hollow out our industrial base, then the engineering expertise followed, and now we can't even make the best AI hype anymore.

• @peterwildeford Peter Wildeford on x

  Seeing everyone lose their minds about Deepseek does not reassure me that we will handle AI progress well

• @mattyglesias Matthew Yglesias on x

  The Chinese tech sector is still years, if not decades, behind America's in terms of drug addicts and crazy people urinating in public.

• @thestalwart Joe Weisenthal on x

  People who were paying attention were blown away by what OpenAI was building before they made it into a web app. But Nvidia didn't start to go nuts until they made a really easy GUI for everyone to sign up for.

• @thestalwart Joe Weisenthal on x

  One thing that's interesting in terms of market timing. The DeepSeek paper that laid out its economics and performance came out in December. But it didn't really break through until people saw the chatbot. Same with OpenAI, really. Didn't really break through until ChatGPT.

• @thestalwart Joe Weisenthal on x

  MSFT CEO up late tweeting a link to the Wikipedia article on Jevon's Paradox. This is getting serious.

• @pgelsinger Pat Gelsinger on x

  Wisdom is learning the lessons we thought we already knew. DeepSeek reminds us of three important learnings from computing history: 1) Computing obeys the gas law. Making it dramatically cheaper will expand the market for it. The markets are getting it wrong, this will make AI

• @fiberedskies @fiberedskies on x

  aesthetically deepseek has already won because its the first company whos logo doesn't look like a butt hole

• @sentdex Harrison Kinsley on x

  It was honestly such a massive mistake for open ai to hide the thoughts lmao

• @benthompson Ben Thompson on x

  It wasn't a debacle. Sydney was awesome and I still miss her 😥

• @angelusm0rt1s @angelusm0rt1s on x

  Deepseek will be getting full government support [image]

• @kobeissiletter @kobeissiletter on x

  Let us get this straight: DeepSeek was built in UNDER 2 months for less than $10 million and it's now #1 on the App Store.  On top of this, it was built with outdated chips and small team of <200 people.  Meanwhile, the US is pouring $500 BILLION into AI.  How is the Nasdaq not i…

• @natolambert Nathan Lambert on x

  DeepSeek app sitting at number 1 overall in the US Iphone App Store is not on my bingo card and is the biggest sign yet that the ChatGPT moat can maybe be cracked. [image]

• @emollick Ethan Mollick on x

  A likely incorrect lesson that the AI labs took from the Sydney/Bing debacle two years ago was that AI assistants should have any personality removed. I suspect personality not only makes AI pleasant to use (eg DeepSeek, Claude) but also makes people understand they are fallible

• @joshuakushner Joshua Kushner on x

  “pro america” technologists openly supporting a chinese model that was trained off of leading US frontier models, with chips that likely violate export controls, and - according to their own terms of service - take US customer data back to china 🤔

• @signulll @signulll on x

  netscape built a browser, sold it like boxed retail software—you had to go to compusa & pay a solid chunk of change for it. the model worked for a while; their stock soared, everyone was thrilled. then microsoft showed up & said, “actually, we'll just give ours away for free.” &

• @matthewstoller Matt Stoller on x

  The framing here - ‘Sputnik Moment’ - is just about funneling U.S. government money into Marc Andreessen's pocket. Resources are not the limiting factor here, corrupt people like Marc Andreessen are.

• @thechiefnerd @thechiefnerd on x

  NEW — China's DeepSeek Triggers a Global Tech Stock Sell-Off “Marc Andreessen put it really succinctly and really smartly when he said that this feels like the Sputnik Moment for the AI race” [video]

• @mattbruenig Matt Bruenig on x

  This is so funny. Also I am getting ready to resummarize all 91,000 documents in the NLRB Research database using the deekseep API because it's so damn cheap. Previously I used google's free Gemini Flash model, which had a great price but quality was only so so.

• @tunguz Bojan Tunguz on x

  R1 was leaked from a lab in China. [image]

• @wayne_culbreth Wayne Culbreth on x

  Seeing lots of posts on “Sputnik” analogies with DeepSeek. Part of me worries that the Sputnik moment was actually several months ago and it wasn't ours.

• @vivekgramaswamy Vivek Ramaswamy on x

  Sputnik-like moments are a good thing. We don't need to freak out, we just need to wake up.

• @matthewclifford Matt Clifford on x

  My entire feed today is basically: “DeepSeek R1 is a huge moment that validates everything I previously thought about AI and all my existing policy and technical positions” 🙃

• @ercwl @ercwl on x

  - did deepseek cost more to train? probably ✅ - is deepseek still an important development? absolutely ✅ - will you still remember the deepseek sell-off by the end of the year? unlikely ⛔️ - will you still remember the deepseek sell-off on your deathbed? no ❌

• @alex_dreyfus Alexandre Dreyfus on x

  Deepseek was the right name.

• @trungtphan Trung Phan on x

  DeepSeek founder Liang Wenfeng: >> Studies machine vision at Zhejiang University >> At 30 in 2015, launches High-Flyer quant hedge fund >> Makes a fortune (now $8B AUM) >> Wants to build “human” level AI as side hustle and pitches partners but they initially sceptical >> [image]

• @deepakshenoy Deepak Shenoy on x

  DeepSeek will make it much easier for India to participate meaningfully in AI. You can download/extend, you can build stuff on lesser hi-fi GPUs, you can extend some of those cost saving measures to build inexpensive applications. There's a strong way ahead.

• @ns123abc Nik on x

  LMFAOOO google got cooked here😭 [image]

• @grummz @grummz on x

  Deepseek. I told you guys that AI would be free. Posted that a year ago. Deepseek is effectively free compared to OpenAI.

• @jenzhuscott Jen Zhu on x

  The accusations/obsessions over DeepSeek using H100 sound like a rich kids team got outplayed by a poor kids team, who weren't even allowed shoes, and now the rich kids are demanding an investigation into whether shoes were used instead of training harder to improve themselves.

• @gfodor @gfodor on x

  Nobody would be talking about R1 if DeepSeek didn't dump the weights imo. This is why it's especially cringe: the “Sputnik moment” happened because OpenAI abandoned their core mission. That's the root cause.

• @shaunrein Shaun Rein on x

  American tech bros throwing hissy fits, saying China's DeepSeek is overrated or illegal Why they losing their minds? DeepSeek is open source & 96% cheaper than OpenAI Silicon Valley tech bros lost multi-billion valuations overnight. VCs should lose jobs for throwing money away

• @miles_brundage Miles Brundage on x

  The DeepSeek iOS app does gather data btw. Says it right there [image]

• @boriquagato El Gato Malo on x

  deepseek has definitely been neutered by chinese censors. lots of topics seem to be “beyond scope.” what's interesting is that when i asked the question about the uyghurs, i got what looked like a sound and detailed answer but then 5 seconds later just as i was reading it, it [im…

• @danprimack Dan Primack on x

  Raises so many questions, including obvious national security ones. But for venture capital, this should terrify. The quantum of $$ that's gone into foundational cos is way larger than what's gone into other historical boom sectors. Which means the losses could devastate.

• @teroterotero Tero Kuittinen on x

  Here is why Nasdaq is getting slammed. Fund managers went all in on tech giants that bet everything on OpenAI/Nvidia. They abandoned all caution. They were nuttier than Lucent buyers in 1999. I don't know what the likelihood is - maybe 20% - but this may legit doom our economy. […

• @emollick Ethan Mollick on x

  A lot of the discussion over DeepSeek focuses on which companies win & lose. For everyone not working at an AI lab, the implications are a little clearer: we will continue to see accelerated AI development, & the odds of hitting major roadblocks decreases as more labs experiment

• @mattprd Matt Schlicht on x

  I built myself a little realtime crypto AI alpha dashboard powered by DeepSeek + X. [image]

• @qtrresearch @qtrresearch on x

  Good thing we got rid of Tik Tok so the entire nation can download Deepseek and populate it with wall to wall information about every single thing that goes on anywhere in the US. Maybe next we can download our own Chinese spy balloon kit from the app store too. How dumb are we?

• @signulll @signulll on x

  kind of hilarious how deepseek is exactly what chatgpt was supposed to be—what openai originally promised—before sam pivoted hard toward profit. china going open source on ai is a wild plot twist—basically throws out every argument @vkhosla & others made. this is like watching

• @jasminewsun Jasmine Sun on x

  for fun I dumped the same bullet points into ChatGPT, Claude, and DeepSeek and asked each to draft an essay r1 blew the others out of the water. it's 10x less lobotomized and has 10x more flair first time I've actually thought “wow the AI can write” (samples below)

• @paulskallas LindyMan on x

  The tech guys are selling you utopias again. Not Lindy

• @mattturck Matt Turck on x

  Microsoft: “we're good for our $80B” Meta: “we're good for our $65B” DeepSeek: “we're good for our $5.5M”

• @ananayarora @ananayarora on x

  Your friendly reminder that there is no storage of data outside China with DeepSeek. No partial data storage in the US or EU. It's all in China straight up. [image]

• @chrisjbakke Chris Bakke on x

  I'm a software engineering intern at the US Department of Defense. This weekend I uploaded our codebase and all of my work documents to this cool new app called DeepSeek. It's been super helpful in helping me do my job! [image]

• @pmarca Marc Andreessen on x

  Overheard in Silicon Valley: “Hey, their communists are suddenly beating our communists!”

• @john_j_brown John Brown on x

  When a market entrant (Deepseek) can produce a better product for less cost, then valuations of the incumbent and suppliers (OpenAI, NVIDIA) tumble. Valuations of users of the product, however, will skyrocket.

• @emptywheel @emptywheel on x

  Q: Why is DeepSeek AI's Sputnik moment and not the revelation that Silicon Valley's tech titans are nowhere near as smart as they imagine? Maybe it's a sign their form of capitalism is failing? [image]

• @omooretweets Olivia Moore on x

  Seeing a lot of speculation that DeepSeek hitting #1 on the App Store is just Chinese ad $ This ignores the emergence of a huge content ecosystem around new AI products (esp. free ones) There's thousands of DeepSeek videos with tens of millions of views on YouTube, IG, TikTok [im…

• @luke_metro @luke_metro on x

  I really don't understand how Deepseek made R1 without doing a single podcast appearance

• @nic__carter Nic Golden Age Carter on x

  Deepseek has completely upended the conventional wisdom around AI - China will only do closed source / proprietary - Silicon Valley is the global nexus of AI development, has a huge headstart - OpenAI has an unbeatable moat - you need to spend tens, maybe hundreds of billions for…

• @tszzl Roon on x

  X users having a very normal time with deepseek r1 [image]

• @emollick Ethan Mollick on x

  This seems like a very obvious result if DeepSeek or other competition helps drive down cost. It was already happening before DeepSeek There are many uses for o1/r1 level intelligence that are too expensive now in terms of compute and, thus, cash. If price drops, there are uses

• @garrytan Garry Tan on x

  DeepSeek search feels more sticky even after a few queries because seeing the reasoning (even how earnest it is about what it knows and what it might not know) increases user trust by quite a lot

• @goth600 @goth600 on x

  On top of everything you just know the DeepSeek parent fund is having a blast trading their own news

• @linusekenstam Linus Ekenstam on x

  I think DeepSeek might become the second fastest app to reach 250M users [image]

• @jasonhickel Jason Hickel on x

  The Western ruling class considers China's technological development to be a threat because it undermines a core tenet of the imperial arrangement. Here's how it works. The states and firms of the imperial core actively seek to prevent sovereign technological development in

• @growing_daniel Daniel on x

  Love the Deepseek app, using it to organize all my finances and passwords. They make it so easy

• @levie Aaron Levie on x

  Incredible that the most expensive use case in AI (Operator) and the cheapest (Deepseek) are blowing up at the same time. All this points to is the race is only going to continue to accelerate.

• @growing_daniel Daniel on x

  The real loser here is AI safety people because I do not give a fuck about their made up dangers when the actual danger of China beating us to AGI is staring us in the face

• @thestalwart Joe Weisenthal on x

  Lots of interesting conversations to be had about where the US stands in tech innovation vs. China. My personal opinion is that if you've spent the last few years posting about memecoins, or other such things, you should sit this one out.

• @steve_sailer Steve Sailer on x

  Does open source, low cost DeepSeek mean that there is no way, short of full-blown Butlerian Jihad against computers, which we won't do, to keep AI bottled up, so we're going to find out if Yudkowsky's warnings that AI will go SkyNet and turn us into paperclips are right?

• @mattturck Matt Turck on x

  DeepMind DeepL DeepSeek If your AI startup's name start with “Deep”, I don't care what it does, I'll invest in the pre-seed

• @pet3rpan_ @pet3rpan_ on x

  DeepSeek is what we call narrative dependency risk

• @mxtaverse @mxtaverse on x

  DeepSeek did a Jio on these guys who knew OpenAI would be the first company to get fully replaced by AI

• @mervenoyann Merve on x

  people who are baffled by DeepSeek have been and still are sleeping on Qwen, InternLM, ByteDance and Tencent here's couple of fan-favorite models from them 🪭

• @dlacalle_ia Daniel Lacalle on x

  Deepseek is not an alternative to massive US tech capex. It is a consequence of massive tech capex, and needs it to grow. Its model uses and requires Llama and Qwen, open-source models and technology that needed the enormous investments of Meta. No problem in efficiency

• @turnernovak Turner Novak on x

  So far I'm loving the Deepseek app. My spouse is in the military (secret elite division), and we're always on the move. We've been using it to find the best local spots to eat, and its even started giving us recommendations for places we're going next week.

• @joannastern Joanna Stern on x

  How long until the DeepSeek ban-but-not-really-a-ban? [image]

• @bonegpt Bone on x

  Reminder, a few days before deepseek Sam Altman was pitching $200/mo for a reminder task app and an operator that can shop for you or pick a campsite(not joking) What a stunning failure of vision. Maybe if all the employees hadn't left OpenAI they'd still have some alpha. [image]

• @qtnx_ @qtnx_ on x

  can you guys go back to chatgpt please some of us are working [image]

• @tphuang @tphuang on x

  Deepseek is pretty sticky. Been top the iOS store for a day now in America. Its software team is quite top notch, rolling out changes on a daily basis. Idk if DS will have the best model out of China in a yr, but their app is already super valuable after just 1 week. [image]

• @benioff Marc Benioff on x

  Deepseek is now #1 on the AppStore, surpassing ChatGPT—no NVIDIA supercomputers or $100M needed.  The real treasure of AI isn't the UI or the model—they've become commodities.  The true value lies in data and metadata, the oxygen fueling AI's potential.  The future's fortune?  It…

• @stevenheidel Steven Heidel on x

  americans sure love giving their data away to the CCP in exchange for free stuff

• @yacinemtb Kache on x

  Seeing openai employees cope like this is all I need to know about them never ever making it ever. So bearish

• @richlightshed @richlightshed on x

  🤔🤔🤔 So let me get this straight, the US gov't, excluding President Trump, is trying to ban @tiktok_us, an entertainment app because its algorithm, could, in the future manipulate us in some way, while ChatGPT competitor, @deepseek_ai is HQ/owned in China and is #1 in iOS [image]

• @aravsrinivas Aravind Srinivas on x

  Congrats to @deepseek_ai for getting to #1 on the App Store. For a while, it wasn't clear who would beat ChatGPT for the first time. The best we could manage was #8, a year ago. Look forward to using all their models for search, assistant, and agents this year. [image]

• @quantian1 @quantian1 on x

  It hasn't really been reported as such, but DeepSeek is the final nail in the coffin for the popular but obvious dumb “Hapsburg AI” theory: once a LLM reaches a certain point, having its own output added to the training set improves, rather than degrades, performance

• @theobertram Theo Bertram on x

  Few thoughts on DeepSeek: 1. Chinese AI is innovating around US attempts to ‘throw sand in the wheels’ 2. China-US AI arms race may have productive outcomes for rest of world 3. US security foot yet to drop on DeepSeek (it appears to censor eg Tiananmen Square queries)

• @stevesi Steven Sinofsky on x

  @levie Unless OpenAI changes how Operator works someone is going to create operator that runs like DS.

• @sstapczynski Stephen Stapczynski on x

  DeepSeek might offer a counterpoint to the widespread belief that the future of AI will require ever-increasing amounts of power and energy to develop ⚡⚠️ https://www.bloomberg.com/... [image]

• @parikpatelcfa @parikpatelcfa on x

  Yeah this DeepSeek thing is very safe no bias whatsoever [video]

• @refsrc Manish Singh on x

  DeepSeek founder: “OpenAI is not a god, they won't necessarily always be at the forefront.” [image]

• @ruima @ruima on x

  DeepSeek going mega viral right now is probably gonna ruin (at least some of) their employees' Chinese New Year holidays (the Year of the Snake starts 1/29) Is this a coordinated campaign to get back at them for the Christmas (really the 26th) date drop of the V3 technical

• @calilyliu Lily Liu on x

  DeepSeek is a reminder that technology is inherently a global market. Even as countries rightfully reassert their sovereignty over globalist agendas, the reality is that we are in a competitive market which is 5 billion humans on the internet, inclusive of all countries. In

• @teroterotero Tero Kuittinen on x

  @danprimack These behemoths are run by superstar CEOs that seem very focused on cults of personality. When one of them decided to spend 50% of CAPEX on Nvidia chips, it turned into a poker match. Can you run biggest corporations in human history as ego extensions? We shall find o…

• r/apple r on reddit

  Budget AI Model DeepSeek Overtakes ChatGPT on App Store

• r/LocalLLaMA r on reddit

  Deepseek is #1 on the U.S. App Store

• r/singularity r on reddit

  DeepSeek officially tops the AppStore

• @benedictevans Benedict Evans on threads

  It might be a good idea for some people to ask shareholders in airlines or railways how the Jevons paradox played out.

• @yannlecun Yann LeCun on threads

  Major misunderstanding about AI infrastructure investments: Much of those billions are going into infrastructure for *inference*, not training.  Running AI assistant services for billions of people requires a lot of compute.  Once you put video understanding, reasoning, large-sca…

• @tomgara Tom Gara on threads

  On the one hand, rapid progress in open-source AI is seems pretty clearly good news for any company planning to use AI to make money.  But on the other hand, Satya posting cope at 10pm Seattle time does raise concerns

• @vthallam Venkatesh Thallam on threads

  I mean DeepSeek R1 is good, but not so good that we crash our stock markets lol

• @tradingthomas3 Tom on x

  $AAPL's AI is so bad they don't even include it in the AI selloff. 💀

• @matthewstoller Matt Stoller on x

  So basically investors are fine with big tech and pummeling chip stocks, betting against the ‘shovel money cash out the door to Nvidia’ trade. $META +1.69% $GOOGL -2.46% $MSFT -3.50% $AMZN - 1.05% $AAPL +2.63% $NVDA -14.76% $ASML -6.32% $ARM -9.80% $AVGO - 15.26%

• @deedydas Deedy on x

  Nvidia is down 12.7% today, ~$430B in market cap because of DeepSeek, close to the $500B committed to the Stargate project that they're a tech partner for. [image]

• @bigbullcap Kaushik on x

  U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts? We don't think so - Bernstein [image]

• @stockmktnewz Evan on x

  APPLE $AAPL IS THE ONLY GREEN MAGNIFICENT 7 NAME TO START THE DAY 🍏 NVIDIA $NVDA SHARES SINK 13% IN BIGGEST DROP SINCE 2020 [image]

• @can @can on x

  another way to think about is deepseek wiped out twice the Turkiye 🇹🇷 GDP

• @garrytan Garry Tan on x

  This seems like an overreaction Wall Street needs to read the Wikipedia page on Jevon's Paradox [image]

• @tkl_adam Adam Kobeissi on x

  DeepSeek has now erased $2 trillion worth of market cap in US stocks. The biggest market headwind comes when you least expect it. [image]

• @prithvir12 @prithvir12 on x

  deepseek has created a clear market bifurcation. silicon valley VCs point to jevon's paradox to justify their inflated data center bags. wall street titans point to emanuel's fantastic piece on the short case for nvidia. snp, nasdaq on a knife's edge. which way will you turn, [im…

• @milesdeutscher Miles Deutscher on x

  If DeepSeek is the knife that could (momentarily) burst the AI stock bubble, then this could actually be bullish for crypto, as liquidity rotates back. AI stocks sucked up a lot of speculative capital that previously would've flowed into BTC/crypto. [image]

• @a_xenop @a_xenop on x

  It would be funny if Deepseek spooks the markets completely, ultimately upending the Trump presidency.

• @jnordvig Jens Nordvig on x

  Just keep in mind: Micro and Macro are not the same. The DeepSeek shock has one set up implications at the micro level, for specific US companies (with less moat) But the implications at the macro level can be entirely different (less moat meaning more productivity...) The two

• @tszzl Roon on x

  over the last few days ive learned aitwit basically doesn't understand anything, it's honestly embarrassing, what the hell are we doing on here

• @0xfoobar @0xfoobar on x

  why is everybody freaking out about deepseek tonight? it came out 6 days ago not this weekend. you had a full week of trading to digest the news

• @gurgavin @gurgavin on x

  NVIDIA SHARES ARE CURRENTLY DOWN 11% IN RESPONSE TO DEEPSEEK FROM CHINA NVIDIA HAS LOST $400 BILLION DOLLARS IN MARKET VALUE AND IS ON TRACK FOR THE BIGGEST 1 DAY LOSS OF ANY COMPANY IN HISTORY $NVDA [image]

• @loopifyyy @loopifyyy on x

  okay whoever said “deepseek” isnt the reason for this dump is wrong even if it fundamentally doesn't make sense, the market is OBVIOUSLY reacting to it

• @andreassteno Andreas Steno Larsen on x

  So what exactly do we know about DeepSeek today that we didn't know while the market was still open on Friday? Seems like a stop/loss party today, rather than something overly fundamental

• @devpatelx6 Dev Patel on x

  @AravSrinivas Watch the Wall Street bleed a Trillion Dollars in mcap today 🩸 Till now only the tech people knew and understood how good is DeepSeek. Today everyone will ! Historically the US has only taken the Soviets seriously, they've always taken the Republic of China for gran…

• @bickerinbrattle George Robertson on x

  So far this drop is likely not going to stick but is forcing a review on risk. Fab 7 and Deepseek are trivial shiny thoughts to cover over how hollow how empty the market methods of valuation.

• @dylan522p Dylan Patel on x

  Deepseek V3 and R1 discourse boils down to this. Shifting the curve means you build more and scale more dummies [image]

• @linreporting Lin Lin on x

  Japan AI-adjacent stocks fall heavily in trade. These stocks all rose last week off the back of the Stargate project, so perhaps there is some profit-taking, but also, analysts say, they're impacted by DeepSeek challenging US AI dominance. Read more: https://www.cnbc.com/... [ima…

• @thestalwart Joe Weisenthal on x

  Pre-market $META -5.3% $GOOGL -5.1% $NVDA -13% $ASML -9.7% $MSFT -6.7%

• @tszzl Roon on x

  makes absolutely no sense buy everything

• @schuldensuehner Holger Zschaepitz on x

  #Nvidia plunges >10% in premarket trading as China's DeepSeek triggers global tech sell-off. DeepSeek launched a free, open-source large-language model in late December, claiming it was developed in just two months at a cost of under $6 million. https://www.cnbc.com/... [image]

• @jjvincent James Vincent on x

  more than anything, i think this DeepSeek incident shows how febrile, reactive, and fundamentally unpredictable the AI world is right now. companies, markets, and individuals are all flipping out over information that is not fundamentally new. it's a fizzy, dangerous time

• @deitaone @deitaone on x

  Premkt $NVDA: -8.06% $MSTR: -7.12% $COIN: -5.52% $AMD: -4.86% $META: -4.28% $MSFT: -3.46% $AMZN: -3.43% $TSLA: -3.30% $GOOGL: -3.22 $AAPL: -1.81%

• @kimmonismus @kimmonismus on x

  You dont necessarly need Tanks and missles to start a war. Sometimes its just an AI model that cost 5m to train. [image]

• @thestalwart Joe Weisenthal on x

  $INTC actually green this morning. And all y'all were laughing at them for missing the boat on AI.

• @packym Packy McCormick on x

  What would be happening in the market right now if DeepSeek were an American open source AI lab and everything else about it - models, training costs, algorithms - were the same?

• r/nvidia r on reddit

  Advances by China's DeepSeek sow doubts about AI spending

• r/technology r on reddit

  [Financial Times] NVIDIA on course to lose more than $300bn of market value, the biggest recorded drop for any company. …

• r/singularity r on reddit

  DeepSeek Puts Tech Stocks on Track for $1 Trillion Wipeout

• r/stupidpol r on reddit

  Nvidia falls 11% in premarket trading as China's DeepSeek triggers global tech sell-off

• r/technology r on reddit

  Nvidia falls 14% in premarket trading as China's DeepSeek triggers global tech sell-off

• r/neoliberal r on reddit

  Tech stocks fall sharply as China's DeepSeek sows doubts about AI spending

• r/worldnews r on reddit

  Chinese DeepSeek Buzz Puts Western Tech Companies on Track for $1 Trillion Wipeout

• r/technology r on reddit

  DeepSeek Buzz Puts Tech Stocks on Track for $1 Trillion Wipeout

• r/wallstreetbets r on reddit

  DeepSeek Puts Tech Stocks on Track for $1 Trillion Wipeout

• r/anime_titties r on reddit

  DeepSeek buzz puts tech stocks on track for $1.2 trillion drop

• r/Economics r on reddit

  Tech stocks fall sharply as China's DeepSeek sows doubts about AI spending

• r/Economics r on reddit

  Nvidia falls 12% in premarket trading as China's DeepSeek triggers global tech sell-off

• @deedydas Deedy on x

  DeepSeek R1 isn't just “25x cheaper than GPT o1”... It is better than the unreleased OpenAI o3 at the same cost at coding on Codeforces and ARC-AGI! [image]

• @natfriedman Nat Friedman on x

  The deepseek team is obviously really good. China is full of talented engineers. Every other take is cope. Sorry.

• @morganb Morgan Brown on x

  7/ The results are mind-blowing: - Training cost: $100M → $5M - GPUs needed: 100,000 → 2,000 - API costs: 95% cheaper - Can run on gaming GPUs instead of data center hardware

• @0xkarmatic Karma on x

  The visible chains of thought in DeepSeek r1 makes it so easy to prompt it as you can clearly tell when your instructions were ambiguous. Missed opportunity from OpenAI to make their COTs visible. Now that the genie is out of the lamp and we have a reproduction of an o1-like

• @morganb Morgan Brown on x

  🧵 Finally had a chance to dig into DeepSeek's r1... Let me break down why DeepSeek's AI innovations are blowing people's minds (and possibly threatening Nvidia's $2T market cap) in simple terms...

• @morganb Morgan Brown on x

  2/ DeepSeek just showed up and said “LOL what if we did this for $5M instead?” And they didn't just talk - they actually DID it. Their models match or beat GPT-4 and Claude on many tasks. The AI world is (as my teenagers say) shook.

• @itsolelehmann Ole Lehmann on x

  DeepSeek is a 100x more based name than ChatGpt or Claude

• @emollick Ethan Mollick on x

  I think the market will adjust to any per token cost decrease brought on by DeepSeek quite quickly. Costs for GPT-4 level intelligence dropped by 1000x in the last 18 months. A 95% price drop in reasoning models seems not to be something that will break the labs.

• @beeple @beeple on x

  DEEPSEEK v. OPENAI [image]

• @ananayarora @ananayarora on x

  DeepSeek has had a private proxy to OpenAI atleast until 2024-08-10. The existence of this hints that they probably didn't pay the regular API pricing to OpenAI and used a fleet of bots to query chatGPT instead, during training [image]

• @morganb Morgan Brown on x

  8/ “But wait,” you might say, “there must be a catch!” That's the wild part - it's all open source. Anyone can check their work. The code is public. The technical papers explain everything. It's not magic, just incredibly clever engineering.

• @teknium1 @teknium1 on x

  Its crazy deepseek direct api has seemingly no rate limits of any kind

• @emostaque Emad on x

  Simpler way to understand DeepSeek weren't lying about 50k H100s or training costs for V3/R1 We have the model, its a 35b active, 640b Mixture of Experts We know that spec is 2-3m hours to train Models get worse with more compute after a certain point! https://www.harmdevries.com…

• @arithmoquine Henry on x

  i've made over 200,000 requests to the deepseek api in the last few hours. zero ratelimiting, and the whole thing cost me like 50 cents. bless the CCP, openai could never

• @snowmaker Jared Friedman on x

  Lots of hot takes on whether it's possible that DeepSeek made training 45x more efficient, but @doodlestein wrote a very clear explanation of how they did it. Once someone breaks it down, it's not hard to understand. Rough summary: * Use 8 bit instead of 32 bit floating point

• @rakyll Jaana Dogan on x

  DeepSeek codebases are clean and well authored. I learned a lot by reading their work just over the weekend. You cannot deny that they are raising the bar, and wish we focus on quality instead of short sighted incremental work.

• @morganb Morgan Brown on x

  6/ Traditional models? All 1.8 trillion parameters active ALL THE TIME. DeepSeek? 671B total but only 37B active at once. It's like having a huge team but only calling in the experts you actually need for each task.

• @theshortbear @theshortbear on x

  DeepSeek seems to have created a panic moment within the biggest companies and it should alarm investors.  Costs: 2,048 Nvidia H800 GPUs: $40-50 million  · Training: $5 million If all it takes to beat OpenAI is a maximum of $55 million, the industry is becoming commoditized way f…

• @firstadopter Tae Kim on x

  It's silly town on here right now as engagement farmers compare apples and oranges but I'll just cite Bernstein (Bernstein is right): “Did DeepSeek really build OpenAI for $5 million? Of course not” “a fundamental misunderstanding over the “$5M” number” “categorically false”

• @pitdesi Sheel Mohnot on x

  So many viral tweets comparing OpenAI's $6.6B raised to <$10M from DeepSeek 🤦🏽‍♂️ People are so dumb.

• @morganb Morgan Brown on x

  3/ How? They rethought everything from the ground up. Traditional AI is like writing every number with 32 decimal places. DeepSeek was like “what if we just used 8? It's still accurate enough!” Boom - 75% less memory needed.

• @wordgrammer @wordgrammer on x

  Okay. Thanks for the nerd snipe guys. I spent the day learning exactly how DeepSeek trained at 1/30 the price, instead of working on my pitch deck. The tl;dr to everything, according to their papers:

• @morganb Morgan Brown on x

  1/ First, some context: Right now, training top AI models is INSANELY expensive. OpenAI, Anthropic, etc. spend $100M+ just on compute. They need massive data centers with thousands of $40K GPUs. It's like needing a whole power plant to run a factory.

• @stratechery @stratechery on x

  DeepSeek FAQ DeepSeek has completely upended people's expectations for AI and competition with China. What is it, and why does it matter? https://stratechery.com/...

• @pietergaricano Pieter Garicano on x

  @benthompson is so good. https://stratechery.com/... [image]

• @benbajarin Ben Bajarin on x

  Money quote from @benthompson “the details of what DeepSeek has accomplished — and what they have not — are less important than the reaction and what that reaction says about people's pre-existing assumptions.”

• @mathewi Mathew Ingram on x

  Elon reads this and smiles as he looks over the 6,000-person war room he built to hack DeepSeek

• r/news r on reddit

  DeepSeek hit with large-scale cyberattack, says it's limiting registrations

• r/technology r on reddit

  DeepSeek hit with large-scale cyberattack, says it's limiting registrations

• @garrytan Garry Tan on x

  Nah this is an exponential event for vertical SaaS More startups than ever are going from zero to $10M per year in recurring revenue with less than 10 people The next years will be IPO class companies getting to $100M to $1B/yr. A thousand flowers will bloom

• @airnomad1 @airnomad1 on bluesky

  Incredible how openAi spent billions , charged 200$ a month, and yet, China releases an AI that is FREE, and open source, and nearly as good, (with heavy censorship of course but still)

• @stevenloi Steven Loi on x

  an enjoyable piece on innovation, constraints, and history to piece together how technology evolves and how it may play out given all the DS breakthrough.

• @johnmccrea John McCrea on x

  An absolute must-read. Master class.

• @eduardk Eduard Koller on x

  Really good write-up by @stevesi on DeepSeek and the commoditization of AI

• @bharatvasan Bharat Vasan on x

  Great post by @stevesi. Also going to happen in Generative AI “if history offers any advice to technologists it is that core technologies become free / commodities and because of internet distribution and de facto market standardization at many layers”

• @simonvlc Simón Muñoz on x

  “All I know for sure is that if history offers any advice to technologists it is that core technologies become free / commodities and because of internet distribution and de facto market standardization at many layers that happens sooner with every turn of the crank.”

• @thestalwart Joe Weisenthal on x

  Crypto as a form of Dutch Disease, sucking away quant talent (which could have gone into AI) with the lure of instant riches is something more people should talk about.

• @thestalwart Joe Weisenthal on x

  17 THOUGHTS ON THE DEEPSEEK SELLOFF In today's newsletter, I wrote some things on the story of the day and “what it all means” Here's a few of them, and you can read the whole thing here —> https://www.bloomberg.com/... [image]

• @elkmovie Michael Love on bluesky

  DeepSeek showing up and making some of the absolute worst people in America lose their frikkin heads is a wonderful gift from China in these dark times [embedded post]

• @prietschka Paul Rietschka on bluesky

  Questions just now being asked at Meta:  —  “Wait, how much are we spending on research of little/no utility to Meta proper?”  —  “Wait, what?  How much?  How many Stanford PhDs did LeCun hire to endlessly fellate his ego?”  —  “Are you kidding me?  What have these overbred pets …

• @wademinter.com Wade Minter on bluesky

  I really do hope Meta tries to come at them with “You stole our data, which we stole from the owners fair and square!” [embedded post]

• @modestproposal1 @modestproposal1 on x

  I thought this was the more interesting news from the weekend, since Llama 4 is being trained on the largest cluster yet, over 100K H100s. The details are thin for sure, but Llama 4 and Grok 3 are datapoints for efficacy of larger training clusters so worth watching. [image]

• @finbarrtimbers Finbarr on x

  I really don't get what is that surprising about deepseek The bit that's novel is that they scaled RLVR more than others have, they made a bet on a paradigm and it worked What's the surprise here? They had an efficient MoE architecture?

• @brij Brij Singh on x

  This checks out, I've been hearing similar freak-outs from friends

• @wordgrammer @wordgrammer on x

  Meta interview in 2020: Leetcode medium Meta interview in 2024: Leetcode hard Meta interview in 2025: implement a custom loss free load balancing scheduler across 16 GPU nodes, each containing a standard 8xH100 setup. Assume mixture of experts with 4 + 1 experts per node

• @jasonprompts Jason Gu on x

  Not seeing this take in the discourse so I'm throw it out there.  The company that should be most concerned on DeepSeek's work is not Meta, Nvidia or even OpenAI.  It's Scale AI DeepSeek has proven by skipping supervised fine-tuning and leaning more on reinforcement learning, you…

• @mark_k Mark Kretschmann on x

  @steph_palazzolo ... Meta has always been very conservative with its Llama models, architecture wise. Perhaps too conservative, as it turns out.

• @steph_palazzolo Stephanie Palazzolo on x

  NEW: American AI firms are scrambling after a Chinese hedge fund released an impressive and uber-cheap AI model. Meta has set up 4 “war rooms” to dissect the DeepSeek model to see what insights it can apply to its Llama AI. w/ @KalleyHuang @amir https://www.theinformation.com/ ..…

• @matthewstoller Matt Stoller on x

  Deepseek is forcing the entire Silicon Valley ecosystem to recognize that Lina Khan was right, even if they won't admit it.

• r/technology r on reddit

  Meta AI in panic mode as free open-source DeepSeek gains traction and outperforms for far less