launch weeks ftw
DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
121–130 of 268 posts
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#122Earlier quoted context omitted.
From https://semianalysis.com/2025/01/31/deepseek-debates/ > We believe DeepSeek has access to around 10,000 of these H800s and about 10,000 H100s. Furthermore they have orders for many more H20’s, with Nvidia having produced over 1 million of the China specific GPU in the last 9 months.
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Didn't the deepseek paper itself state they trained on 2048 H200s?
Claiming they have access to 5x this amount is not such a bold claim?
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#123I wonder if they are just shorting Nvidia...
Tencent recently bought 100k-200k H20 to serve R1. [1] I think it's not clear open source will tank nvidia price. And you won't place a lot of bets if the outcome is anywhere from certain.
[1]:https://aiproem.substack.com/p/ai-at-the-speed-of-light-tenc...
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#124Deep respect for DeepSeek and what they've done regarding all the innovations and researches they have been putting out in-the-open. "Because every line shared becomes collective momentum that accelerates the journey. Daily unlocks begin soon. No ivory towers - just pure garage-energy and community-driven innovation" is a great phase.
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I'm empathetic to this argument, but it feels like it's doing a disservice to the open source ethos in general.
Pragmatic as china is, they may actually see the long term value of being open research leaders to short term profit. They are not as bound to immediate and constant growth as we are, their horizons do not change so dramatically every 4 years to say the least.
Don't many respected developers care deeply about their research being open source? I'm no expert but I've read many an article (maybe I'll buy your bridge, too) that suggests willingness to open source research holds at least some weight in some researchers choosing their company. It strikes me as at least possible some of that is earnest, sure even deepseek isn't open source open source, no training set etc. but it feels like they deserve the benefit of the doubt.
All that said I'm still a student, a master of none, so cannot speak first hand to any of this. Just offering another point of view
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#125Kinda interesting to see where the moat is in AI space. Good base models can always distilled when you have access to API. System prompts can get leaked, and UI tricks can be copied. In the end, the moat might be in the hardware and vertical integration.
>Kinda interesting to see where the moat is in AI space.
Where we're going, we don't need moats.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#126Earlier quoted context omitted.
“Pure garage-energy” with 10,000 A100s, apparently. I’d love to have a garage like that.
From https://semianalysis.com/2025/01/31/deepseek-debates/ > We believe DeepSeek has access to around 10,000 of these H800s and about 10,000 H100s. Furthermore they have orders for many more H20’s, with Nvidia having produced over 1 million of the China specific GPU in the last 9 months.
that report is lazy. they assume all GPUs owned (openly reported) by the parent company (a hedge fund which claims to use those GPUs to generate trades) were used by the invested company.
that's as dumb as saying coca cola have acccess to all offices of Berkshire Hathaway.
likewise, all comments praising deepseek history are also misleading as the company barely exists for a year.
everything is opaque marketing being repeated. just drop the off topic bla bla bla and focus on the facts and code in front of you.
thanks for coming to my ted talk.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#127How do the valuations of foundation model companies compete with them being firmly open sourced by Facebook and DeepSeek? It seems likely that building these models will not produce hundreds of billions in value given China and Facebook are giving them away largely for free.
Those valuations are built on an imaginary future the founders made investors believe. The idea is: if we reach true AGI first, we are going to own ALL THE MONEY! Which erroneously assumes that models can't be siphoned off/recreated, as deepseek proved possible and even reasonably doable. Which in turn fundamentally shows that both openai and anthropic very likely have basically no moat. I can almost smell another AI…
winter won't come soon enough this time
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#128I wonder if they are just shorting Nvidia...
Tencent recently bought 100k-200k H20 to serve R1. [1] I think it's not clear open source will tank nvidia price. And you won't place a lot of bets if the outcome is anywhere from certain. [1]: https://aiproem.substack.com/p/ai-at-the-speed-of-light-tenc...
what it have to do with anything? trading and stocks have no correlation whatsoever with actual company sales and prodcts.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#129> Starting next week, we'll open-source 5 repos – one daily drop Probably counts as announcement of announcement? Let’s wait for the actual repo drops before discussing them, especially because there are no details about what will be open sourced other than > These are humble building blocks of our online service: documented, deployed and battle-tested in production.
You are right for sure saying to wait for the actual repos. But on the other hand, compare this announcement in a README.md file in a GitHub repo with this slideware approach of EU https://openeurollm.eu/ If I had to bet on someone providing some value, unfortunately I wouldn't bet on Europe. I'm saying this as a European, deeply convinced that Europe is a good place to live. I've also worked for a couple of EU funde…
You’re not wrong, it’s a hell lot more exciting to watch players organically emerging from a competitive landscape with stuff you can put your hands on today (or next week) than players hand-picked and tasked by governments, making hollow announcements before they have anything interesting to show.