This deserves its own thread.

Deepseek R1 is one of the most amazing and impressive breakthroughs I’ve ever seen — and as open source, a profound gift to the world. 🤖🫡

— Marc Andreessen 🇺🇸 (@pmarca) January 24, 2025

This guy nails it, excellent summary of the nature of Deepseek and its landmark disruption of the business world:

🧵 Finally had a chance to dig into DeepSeek’s r1…

Let me break down why DeepSeek's AI innovations are blowing people's minds (and possibly threatening Nvidia's $2T market cap) in simple terms...

— Morgan Brown (@morganb) January 27, 2025

7/ The results are mind-blowing:
- Training cost: $100M → $5M
- GPUs needed: 100,000 → 2,000
- API costs: 95% cheaper
- Can run on gaming GPUs instead of data center hardware

— Morgan Brown (@morganb) January 27, 2025

9/ Why does this matter? Because it breaks the model of "only huge tech companies can play in AI." You don't need a billion-dollar data center anymore. A few good GPUs might do it.

— Morgan Brown (@morganb) January 27, 2025

11/ And here's the kicker: DeepSeek did this with a team of <200 people. Meanwhile, Meta has teams where the compensation alone exceeds DeepSeek's entire training budget... and their models aren't as good.

— Morgan Brown (@morganb) January 27, 2025

13/ The implications are huge:
- AI development becomes more accessible
- Competition increases dramatically
- The "moats" of big tech companies look more like puddles
- Hardware requirements (and costs) plummet

— Morgan Brown (@morganb) January 27, 2025

15/ Final thought: This feels like one of those moments we'll look back on as an inflection point. Like when PCs made mainframes less relevant, or when cloud computing changed everything.

AI is about to become a lot more accessible, and a lot less expensive. The question isn't…

— Morgan Brown (@morganb) January 27, 2025

AI is about to become a lot more accessible, and a lot less expensive. The question isn't if this will disrupt the current players, but how fast.

/end

Morgan Brown
@morganb
VP Product & Growth - AI
@dropbox
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. Author, "Hacking Growth". Proud Dad.
Author Orange County, CA morganbrown.co

Stock futures fall as DeepSeek is now the #1 app. NVDA killer?

The only thing that will be holding China back from the US auto market is tariffs.
But the USA always felt smug that it was superior in high tech. Now, that has to be questioned.
And once that is accepted, well, didn't I have a thread called something like "Say Goodbye to the US Dollar" ?

Guy on CNBC says he was playing with Deepseek all weekend. You can run it on a laptop, he said.
I just went to Deepseek.com
Someone here should check it out and report back.

As we track Deepseek's impact on the market today, this news blip came out last week.

Nancy Pelosi and Tempus - it's a a Health AI company that went up big time last week. I say it because it's in the AI space.

https://finance.yahoo.com/news/nancy-pelosi-bets-unprofitable-ai-160300249.html#:~:text=What%20stock%20is%20Nancy%20Pelosi,shares%20of%20the%20underlying%20stock.&text=The%20overall%20trade%20value%20was%20between%20%2450%2C000%20and%20%24100%2C000.

Will try it out next weekend.

Chip companies stocks feeling the pinch:

Chip Stocks Overnight Reaction to DeepSeek:

1. Arm, $ARM: -5.5%
2. Nvidia, $NVDA: -5.3%
3. Broadcom, $AVGO: -4.9%
4. Super Micro, $SMCI: -4.6%
5. Taiwan Semi, $TSM: -4.5%
6. Micron, $MU: -4.3%
7. Qualcomm, $QCOM: -2.8%
8. AMD, $AMD: -2.5%
9. Intel, $INTC: -2.0%

US markets are…

— The Kobeissi Letter (@KobeissiLetter) January 27, 2025

The US$ is a long term issue, its position is not going to change overnight.

Elon Musk of $TSLA and Alexandr Wang suggest DeepSeek has about 50,000 NVIDIA Hopper GPUs, not the 10,000 A100s they claim, due to U.S. export controls.

— unusual_whales (@unusual_whales) January 27, 2025

JUST IN: DeepSeek says it was having service interruptions due to a 'large-scale malicious attack.'

— unusual_whales (@unusual_whales) January 27, 2025

DeepSeek reportedly collects IP, keystroke patterns, device info, and stores it in China, per TC

— unusual_whales (@unusual_whales) January 27, 2025

We coulda come up with all this stuff even better, cheaper and simpler, but got waylaid by...

+ NFL Playoffs in full swing
+ First 12-team CFP
+ NBA is so exciting
+ awards season: oscars, globes, grammys, cma... and more!
+ still can't get over shohei ohtani
+ the fast food on all the commercials looks sooooo good!
+ ozempic
+ wegovy
+ asking my doctor about the above... and other miracle drugs

JUST IN: US Navy bans use of DeepSeek due to 'security and ethical concerns,' per CNBC.

— unusual_whales (@unusual_whales) January 28, 2025

bear2034 said:

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JUST IN: US Navy bans use of DeepSeek due to 'security and ethical concerns,' per CNBC.

— unusual_whales (@unusual_whales) January 28, 2025

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I would think not falling behind China on AI is more important than some DEI **** about ethics

Anarchistbear said:

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bear2034 said:

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JUST IN: US Navy bans use of DeepSeek due to 'security and ethical concerns,' per CNBC.

— unusual_whales (@unusual_whales) January 28, 2025

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I would think not falling behind China on AI is more important than some DEI **** about ethics

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Where one sits is determined by where one stands

Anarchistbear said:

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bear2034 said:

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JUST IN: US Navy bans use of DeepSeek due to 'security and ethical concerns,' per CNBC.

— unusual_whales (@unusual_whales) January 28, 2025

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I would think not falling behind China on AI is more important than some DEI **** about ethics

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I've seen claims that like TikTok, DeepSeek gathers data about users and sends it back to China. I don't know if it's true, but it seems wise to keep our military from using it until it's been determined if it's gathering data.

Eastern Oregon Bear said:

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Anarchistbear said:

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bear2034 said:

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JUST IN: US Navy bans use of DeepSeek due to 'security and ethical concerns,' per CNBC.

— unusual_whales (@unusual_whales) January 28, 2025

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I would think not falling behind China on AI is more important than some DEI **** about ethics

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I've seen claims that like TikTok, DeepSeek gathers data about users and sends it back to China. I don't know if it's true, but it seems wise to keep our military from using it until it's been determined if it's gathering data.

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Google and other sites already spy and gather all information- are they less a threat than China. Debatable, I think and tied to a political agenda

Troubling overreach by OpenAI:

People are rightly ridiculing OpenAI over its accusations of Deepseek using their output to train their model, but most people are missing the truly terrifying implications here.

The far more worrying aspect here is that OpenAI is suggesting that there are some cases in which… pic.twitter.com/JiA5HNlkQi

— Arnaud Bertrand (@RnaudBertrand) January 30, 2025

"People are rightly ridiculing OpenAI over its accusations of Deepseek using their output to train their model, but most people are missing the truly terrifying implications here.The far more worrying aspect here is that OpenAI is suggesting that there are some cases in which they own the output of their model. Now think for a minute what this means in the world of tomorrow where so much will be generated by AI (and already is): all the software code, the emails we send each others, the videos and images, etc.

Do you want to live in a future where, if for some reason the AI giants are dissatisfied with the way you use the output of their model, they can claim ownership of it? A future where every piece of content touched by AI - which might be virtually everything in the world of tomorrow - comes with invisible strings attached?

The implications for innovation and creativity are staggering. Small businesses and independent developers who rely on AI tools could find themselves trapped in a web of intellectual property claims. Worse, we're looking at a future where the very act of learning and building upon existing knowledge becomes gated by the interests of AI giants.

This would be techno-feudalism on steroids: if we don't challenge this now, we risk sleepwalking into a future where human creativity and innovation become the property of a bunch of AI overlords, and a world where they can dictate not only who gets to innovate, but what kind of progress is acceptable based on their own interests."

not that anybody gives a fork, nope, but AI's sizeable energy consumption is really realllly bad news for global warming.

Chinese out maneuver our overlords first on Tik Tok then AI. The bro cronyism is stifling innovation in favor of monopolies for the few

Musk isnt the only one thats suggesting that the Chinese had their hands on the more powerful nVidia GPU. Many in the industry have been suggesting this.

UC Berkeley researchers have developed a small-scale language model reproduction of DeepSeek R1-Zero, an AI language model developed in a China that sent shockwaves through the AI industry and stock market upon the release, for about $30https://t.co/YsMUYIpknu

— The Daily Californian (@dailycal) January 31, 2025

Berkeley researchers claim to replicate DeepSeek AI for just $30, for the price of a couple of LaBurrita burritos.

https://tribune.net.ph/2025/01/31/uc-berkeley-researchers-claim-to-replicate-deepseek-ai-for-30

Right, Deepseek can run on a high-end PC, effectively slashing the need for GPUs and energy to perform AI by a factor of hundreds.

bear2034 said:

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Berkeley researchers claim to replicate DeepSeek AI for just $30, for the price of a couple of LaBurrita burritos.

https://tribune.net.ph/2025/01/31/uc-berkeley-researchers-claim-to-replicate-deepseek-ai-for-30

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Two Mendoza burritos with extra guac?

delicioso!

calpoly said:

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Anarchistbear said:

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Why are we spending billions on these dumb ass tech guys only to finish second to some amateur Chinese op? Elon should look into this.

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Isn't Elmo one of the dumb ass tech guys?

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Speaking of.aise...

Why do all the AI logos look like butt holes? pic.twitter.com/O5VC3bAgP5

— greg (@greg16676935420) January 31, 2025