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.
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
Nice insight Pomp! I hope you are correct bc your theory seems possible since this has not really been tested against any existing competitors 🤔
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
"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!
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
Good article!
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
Helpful perspective and analogies, Pomp. This post alone justifies the sub. You’ve obviously learned lessons from the Blockchain episode. Keep it up!
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
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.
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
I agree with your assessment.
Appreciate.your response
Reach.out to me.
.𝘁.𝗲.𝗹𝗲.𝗴𝗿𝗮𝗺 👇🏻
gregory_newsletter
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.