Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
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Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#2[dead]
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#3Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra?
According to this article they are rattled in some way...
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#4Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra? According to this article they are rattled in some way...
My guess: they're somewhat uniquely positioned for the data. With 'the feeds' they're closer to a source/can withstand more. They plan to monetize another way
I'm imagining four rooms of candlelight and collective reading of publications. "War room" is executive-speak for "Important/Urgent Panic" or "rearranging deck chairs on the Titanic"
Four war rooms to read a document; so Meta
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#5Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra? According to this article they are rattled in some way...
OpenAI and others are valued for expected future revenue of running the models. And they were also valued as having magic "secret sauce" in their closed source models. Investors are now pulling back from this kind of company.
Deepseek is open source and based on Meta's open source Llama models. So Meta can easily run Deepseek on their pipeline.
The revenue model for both Meta and Deepseek is to apply the model to their business, not just sell it as a chatbot or API. That's why they publish it, they benefit from the community improvements and ironing out bugs.
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#6I might be missing something, but DeepSeek’s recipe is right there in plain sight. Most of the cost efficiency of DeepSeek v3 seem to be attributable to MoE and FP8 training. DeepSeek R1s improvements are from GRPO-based RL.
Interesting to note - we have no idea how much R1 cost to train. To speculate - maybe DeepSeek’s release made an upcoming Llama release moot in comparison.
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#7Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra? According to this article they are rattled in some way...
They are still social-media company. And make most money from there. AI is like metaverse bets. And AI being cheaper to create might even be positive for them, if they can figure out a use case.
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#8Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra? According to this article they are rattled in some way...
They are the users of AI, not sellers of AI. Better and cheaper AI would benefit them, no matter who trained it.
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#9Can anyone explain why Meta's share price was untouched by the deep seek announcement ? They have spent billions on AI infra? According to this article they are rattled in some way...
This interpretation is heavily based on the journalists choice of words designed to create drama. If Meta can recreate this success in llama, they just cut their power bill by 80+%. That deserves jumping on something immediately and not waiting for next half’s planning cycle.
Spun differently - Meta just reacted to take advantage of a new opportunity in just a couple of weeks. Completely reshooting an entire years worth of work for dozens of engineers. That sounds… appropriate? For an announcement big enough to chop $600M off nvidia market cap.
Come to think of it, I wonder how much meta spends on AI power. 80% of that number could be a billion dollars.
Re: Meta scrambling 'war rooms' of engineers to figure out DeepSeek's AI
#10What a time to be alive. Chinese companies were copying everything from the west, now it seems the opposite.