DeepSeek v4
631–640 of 1001 posts
Re: DeepSeek v4
#632Open Source as it gets in this space, top notch developer documentation, and prices insanely low, while delivering frontier model capabilities. So basically, this is from hackers to hackers. Loving it! Also, note that there's zero CUDA dependency. It runs entirely on Huawei chips. In other words, Chinese ecosystem has delivered a complete AI stack. Like it or not, that's a big news. But what's there not to like when…
Jensen Huang said this in his recent interview - that China has the best/most engineers, it has the chip making ability, it's a good thing they wanna build on a Nvidia stack - but if you push them they will build on an all Chinese stack - but the interviewer was being a numb head who kept parroting the propaganda of Western tech supremacy
Jensen came across as incredibly defensive and intentionally close-minded, shows that even billionaires suffer from "a man can't understand something if his paycheck depends on him not understanding it."
Your assertion is silly: did Tesla selling electric cars into China stop them from delivering their own industry? They were going to develop their domestic industry regardless.
We simply don't know the counterfactual, if they had unlimited access to Nvidia chips, how far ahead would their models be?
Re: DeepSeek v4
#633Re: DeepSeek v4
#634Earlier quoted context omitted.
Can't see how NVIDA justifies its valuation/forward P/E ratio with these developments and on-device also becoming viable for 98% of people's needs when it comes to AI
On-device is incredibly far away from being viable. A $20 ChatGPT subscription beats the hell out of the 8B model that a $1,000 computer can run. Nvidia's forward PE ratio is only 20 for 2026. That's much lower than companies like Walmart and Costco. It's also growing nearly 100% YoY and has a $1 trillion backlog. I think Nvidia is cheap.
Re: DeepSeek v4
#635The incredible arrogance and hybris of the American initiated tech war - it is just a beautiful thing to see it slowly fall apart. The US-China contest aside - it is in the application layer llms will show their value. There the field, with llm commoditization and no clear monopolies, is wide open. There was a point in time where it looked like llms would the domain of a single well guarded monopoly - that would have…
Still not sure how I feel about China of all places to control the only alternative AI stack, but I guess it's better than leaving everything to the US alone. If China ever feels emboldened enough to go for Taiwan and the US descends into complete chaos, the rest of the world running on AI will be at the mercy of authoritarian regimes. At the very least you can be sure noone is in this for the good of the people anym…
Alternative being the current reality and world being dominated by US. Let's ask people in Middle East/Asia/South America about how they feel about that. In this current day and age, how is this statement even relevant?
Re: DeepSeek v4
#636Ask it if there was a Tiananmen square massacre. Then decide if you really want to be part of this murderous propaganda.
Re: DeepSeek v4
#637Truly open source coming from China. This is heartwarming. I know if the potential ulterior motives.
It's a little sad that tech now comes down to geopolitics, but if you're not in the USA then what is the difference? I'm Danish, would I rather give my data to China or to a country which recently threatened the kingdom I live in with military invasion? Ideally I'd give them to Mistral, but in reality we're probably going to continue building multi-model tools to make sure we share our data with everyone equally.
Its sad to see how you have regulated yourselves into a position where Mistral is your only claim.
Re: DeepSeek v4
#638Open Source as it gets in this space, top notch developer documentation, and prices insanely low, while delivering frontier model capabilities. So basically, this is from hackers to hackers. Loving it! Also, note that there's zero CUDA dependency. It runs entirely on Huawei chips. In other words, Chinese ecosystem has delivered a complete AI stack. Like it or not, that's a big news. But what's there not to like when…
This version of AI is mostly taking a public paper from 2017, investing in GPUs, and feeding it as much data as possible. So with a few computer scientists, no respect for intellectual property, and tons of money to burn, you have all the ingredients to create this technology.
Sam Altman and friends did it, as did the Chinese. The difference is that the Americans have been hyping it up to the extreme with all these dramatic scenarios about what would happen if someone else got its hands on it.
The Chinese made it public, among other things to show how fragile this is as a business and as a large part of the US stock market
Re: DeepSeek v4
#639Earlier quoted context omitted.
I've been baffled watching America double down on the same strategy even when it failed to produce results They sanctioned the hell out of Huawei and now Huawei is bigger than ever America is just not able to digest the idea that another country can be as good, if not better, at innovation
Because it worked on Japan in the 80s and 90s and sometimes “Americans” have a hard time telling the two cultures apart.