Earlier quoted context omitted.
I don't disagree, but the important point is that Deepseek showed that it's not just about CapEx, which is what the US firms were/are lining up to battle with. In my opinion there is something qualitatively better about Deepseek in spite of its small size, even compared to o1-pro, that suggests a door has been opened. GPUs are needed to rapidly iterate on ideas, train, evaluate, etc., but Deepseek has shown us that w…
Let me qualify your statement... CapEx is what EXISTING US firms were/are lining up to battle with. With R1 as inspiration/imperative, many new US startups will emerge who will be very strong. Can you feel a bunch of talent in limbo startups pivoting/re-energized now?
True! It certainly should be, as there is a lot less reason to hitch one's wagon to one of the few big firms that can afford nation state scale GPU compute.