Agreed, but one thing I’ve been pushing back on - that DeepSeek is superior to current models. I tested it out yesterday and it worked like Chat 3.5 at best. And we of course should doubt the Chinese’s claims about its cost. But I fail to understand why everyone is saying it’s superior- that certainly wasn’t my experience.
Market panic is precisely when infrastructure bets shine. While everyone's distracted by model wars, the real play is in computing power and open-source monetization. Deepseek proved why the whole sector is undervalued.
"you can’t believe anything coming out of China right now."
This really is either being either badly uninformed or a case of head in the sand. They literally released the model weights and paper. The model verifiable and reproducible!
Agreed, but one thing I’ve been pushing back on - that DeepSeek is superior to current models. I tested it out yesterday and it worked like Chat 3.5 at best. And we of course should doubt the Chinese’s claims about its cost. But I fail to understand why everyone is saying it’s superior- that certainly wasn’t my experience.
Market panic is precisely when infrastructure bets shine. While everyone's distracted by model wars, the real play is in computing power and open-source monetization. Deepseek proved why the whole sector is undervalued.
Nice insight Pomp! I hope you are correct bc your theory seems possible since this has not really been tested against any existing competitors 🤔
"you can’t believe anything coming out of China right now."
This really is either being either badly uninformed or a case of head in the sand. They literally released the model weights and paper. The model verifiable and reproducible!
Good article!
Helpful perspective and analogies, Pomp. This post alone justifies the sub. You’ve obviously learned lessons from the Blockchain episode. Keep it up!
Fair enough. I’m looking for those that have a gameplan using AI that makes sense. Not just “add AI make better.” Looking at TMAI for example.
I agree with your assessment.