(Meta's Llama used to occupy the opensource spot, so this has begun to displace it. DeepSeek was built by a hedge fund, so it will have financial skills, but not personal or social network yet. They could have eased it in rather than spook the market like that which means the sectors are going to all react, likely toward China. But fears of tanking StarGate seem like a category error since that is oriented more toward infrastructure, if not global supply chains and possibly governance. Everyone's strengths are being tested in the new administration, including foreign regulations originally aimed at Big Tech. Ironically, this thing can write newsletters based on Search for its own topic and seems fairly objective if no one criticizes The Party. Organizations can run stand-alone on their data. Eventually they want to network again which requires standards and perhaps a way to search across AIs which is not yet solved, e.g. amid agents and such.It is like a cog in the architecture, necessary but not sufficient. NVidia itself does this, but it gives others like AMD a shot again. Historically this was seen by Apple against IBM, or when AT&T was being broken up. The Valley will take notice. People are lining up for hardware again. On the other hand, Huawei was suspect, and TikTok ends up having US owners in part, so this will be interesting to see how the balance of power fares. Big Tech offers virtual machines for just such occasions. It will be curious to see what emerges besides Star Wars this time If it was a domestic startup, or UK, who invented science, people would actually be excited. Spock returns; possibly the search for extraterrestrial goes mobile. Meta is likely looking for what gives its glasses a boost where. Besides, NDEs are supposed to be good for Remote Viewing.)
To China, DeepSeek is more than an app—it's a strategic turning point
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The AI business model is built on hype. That’s the real reason the tech bros fear DeepSeek | Kenan Malik
(The StarGate plan calls for starting with something like 500B, but the market then deflated and Nvidia was down 600B so it may be more complicated than thought.)
DeepSeek might not be such good news for energy after all
Gary Marcus on X: "Several points in this popular @altcap @CNBC take seem off, and may lead to a false sense of complacency in the West. The real innovations with DeepSeek were threefold (a) the reasoning is open, for the first time, which means for the first time we can do science here (b) it was" / X
DeepSeek Upended Wall Street's Rosy View Of AI Stocks Like Nvidia. What That Means For U.S. Hopes To Outrun China.
Non-Western founders say DeepSeek is proof that innovation need not cost billions of dollars
Exposed DeepSeek Database Revealed Chat Prompts and Internal Data
Dario Amodei — On DeepSeek and Export Controls
DeepSeek blocked on Apple and Google app stores in Italy
Poe on X: "Now available on Poe: DeepSeek R1 distilled into Llama 70b running on @GroqInc! This bot streams at hundreds of tokens per second using Groq custom hardware to reason as quickly as physically possible! (1/2) https://t.co/4q2Cp5FzXl" / X
https://poe.com/DeepSeek-R1-Distill…
The real DeepSeek revelation: The market doesn’t understand AI
U.S. Navy bans use of DeepSeek due to 'security and ethical concerns'
OpenAI accuses DeepSeek of using its AI models without permission
DeepSeek releases open-source AI multimodal model, Janus-Pro-7B
Meta sets up war rooms to analyze DeepSeek’s tech, The Information reports
Global tech shares fall as China AI chatbot DeepSeek spooks investors
DeepSeek gets Silicon Valley talking | TechCrunch
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