Discussion

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

  The second biggest ever?  —  NVIDIA's $279B drop... four months ago.  [embedded post]

• @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.

• @gavinsbaker Gavin Baker on x

  1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run locally on a high end work station and

• @joepostingg Joe on x

  Deepseek is still using nvidia I don't really understand the selloff.

• @basedbeffjezos @basedbeffjezos on x

  Friend told me the hedge fund that runs DeepSeek actually took an Nvidia short position before R1 launch btw, not a conspiracy theory

• @morningbrew @morningbrew on x

  Largest single-day market cap losses: 1. Nvidia $590 billion (Today) 2. Nvidia $279 billion (9/3/24) 3. Meta $251 billion (2/3/22) 4. Nvidia $228 billion (1/7/25) 5. Nvidia $212 billion (4/19/24)

• @matthewherper Matthew Herper on x

  Nvidia lost four Pfizer's in market cap today.

• @andrewyng Andrew Ng on x

  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.

• @levie Aaron Levie on x

  AI Agents have unlimited attention span and you can run them in parallel. Here's an example of using Operator to watch a live video feed and noting every time it sees a black vehicle in the stream. The generalizability means you can bring automation to anything. [video]

• @alexdanilo99 Alex Danilowicz on x

  I'm surprised to see no one talking how painfully slow it is. [image]

• @litcapital @litcapital on x

  “Good work selling Nvidia on Friday. Investors really fell for the DeepSeek news huh? Let's buy back in tomorrow” [image]

• @bumrahbachi Soren Kierkegaard on x

  I am old enough to remember when the US used to be an AI leader under Sleepy Joe.

• @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]

• @basedbeffjezos @basedbeffjezos on x

  >Be DeepSeek >a bunch of Chinese hedge fund broz >See NVidia market cap reach moon >See Silicon Valley AI broz pumping the compute demands for AI every model >"What if we could put a chink in that narrative?" >Proceed to take big brain quants and make them work on lower compute

• @johncoogan John Coogan on x

  Of course that's your contention. You just heard about DeepSeek two days ago. Just got done watching some 40-minute deep dive—Deirdre Bosa, probably. You're going to be talking about how this complicates things for the hyperscalers and how NVIDIA stock traded down 15%. [image]

• @morningbrew @morningbrew on x

  Tech/AI stocks at the close: $MRVL -19.1% $AVGO -17.4% $NVDA -16.9% $ORCL -13.8% $TSM -13.3% $ARM -10.2% $AMD -6.4% $ASML -5.8% $PLTR -4.4% $GOOGL -4.2% $MSFT -2.1%

• @trungtphan Trung Phan on x

  DeepSeek founder claiming its model cost $6m then (hypothetically) having his quant fund short Nvidia — which is down 16% (~$500B) today — would be “Soros Breaking the British Pound” for AI age. [image]

• @theserfstv @theserfstv on x

  This didn't happen because DeepSeek attacked Nvidia. It happened because you allowed billionaires to convince you AI hype was real and only achievable through endless scaling of processor farms that only Nvidia could provide. Money walked as soon as the lie was exposed [image]

• @esaagar Saagar Enjeti on x

  This is a very informative post that has helped me better understand DeepSeek The tl;dr is that the breakthrough was only possible because DeepSeek was able to train itself against the models of US based tech cos, it almost certainly used more advanced NVIDIA Chips by evading US

• @dylan522p Dylan Patel on x

  So this is like 2T in loss market cap for a $6M training run (ignoring cost of research, ablations, distilled data from GPT, capex for their various clusters, etc). Imagine if China invests $300m in a training run. It would reduce the world's GDP to $0.

• @jason_kint Jason Kint on x

  Pretty awesome that Nvidia's valuation dropped an entire Stargate today. Just hit me in the middle of this amazing thread over on bsky. [image]

• r/OpenAI r on reddit

  Nvidia Bubble Bursting

• r/CasualRO r on reddit

  Investitori in ETF-uri si actiuni in tech in loc de apartamente, cum gestionati asta ?

• r/NVDA_Stock r on reddit

  Bought half a million dollars of NVDA today.  If you are worried, AMA

• r/nvidia r on reddit

  Nvidia sheds almost $600 billion in market cap, biggest one-day loss in U.S. history

• r/Economics r on reddit

  Nvidia sheds almost $600 billion in market cap, biggest one-day loss in U.S. history

• r/TheMajorityReport r on reddit

  Nvidia sheds almost $600 billion in market cap, biggest one-day loss in U.S. history

• @prietschka Paul Rietschka on bluesky

  This has been a massive bubble, and allowing grifters like Altman and Musk, with his XAI fraud, to pump and pump was a massive mistake.  —  Honorable mention to the “respectable” bubble pumpers like LeCun, Sutskever, Karpathy, whose job it was to put the pig in an evening dress a…