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The impact of competition and DeepSeek on Nvidia

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Re: The impact of competition and DeepSeek on Nvidia

#2

Post by eigenvalue »

Yesterday I wrote up all my thoughts on whether NVDA stock is finally a decent short (or at least not a good thing to own at this point). I’m a huge bull when it comes to the power and potential of AI, but there are just too many forces arrayed against them to sustain supernormal profits.

Anyway, I hope people here find it interesting to read, and I welcome any debate or discussion about my arguments.

Re: The impact of competition and DeepSeek on Nvidia

#6

Post by j7ake »

This was an amazing summary of the landscape of ML currently.

I think the title does the article injustice, or maybe it’s too long for people to read to appreciate it (eg the deepseek stuff can be an article within itself).

Whatever the ones with longer attention span will benefit from this read.

Thanks for summarising this up!

Re: The impact of competition and DeepSeek on Nvidia

#7

Post by eigenvalue »

j7ake wrote: post #6

This was an amazing summary of the landscape of ML currently. I think the title does the article injustice, or maybe it’s too long for people to read to appreciate it (eg the deepseek stuff can be an article within itself). Whatever the ones with longer attention span will benefit from this read. Thanks for summarising this up!

Thanks! I was a bit disappointed that no one saw it on HN because I think they’d like it a lot.

Re: The impact of competition and DeepSeek on Nvidia

#10

Post by j7ake »

eigenvalue wrote: post #7
j7ake wrote: post #6

This was an amazing summary of the landscape of ML currently. I think the title does the article injustice, or maybe it’s too long for people to read to appreciate it (eg the deepseek stuff can be an article within itself). Whatever the ones with longer attention span will benefit from this read. Thanks for summarising this up!

Thanks! I was a bit disappointed that no one saw it on HN because I think they’d like it a lot.

I think they would like it a lot, but I think the title doesn’t match the content, and it takes too much reading before one realises it goes beyond the title.

Keep it up!

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