Some tech wizards have considered DeepSeek's claims, and have concluded that the Chinese have "somehow" acquired 10k Nvidia chipsets and are using those, despite claiming otherwise.
Some intestine info for sure, but it doesn’t really make any difference, they are either bluffing, lying, or actually have the chipsets. I would bet on them having the chipsets, however limited the supply is.
Put it this way, they need the data centers for us, to keep track of our finances, dollars, whatever we have. They could give a rat's ass about our health, it is for the money!
Same here, been reading and mentioning fractal on substack sites - no response from anyone computer literate reponds - I'm not computer literate, so would really like to get some confirmation of what Jay Valentine is saying.
Admittedly, I know next to nothing about AI. I haven't used it, have no need for it. I hear it is something potentially dangerous to mankind. Don't we have enough problems as things are now? But, I find it funny that the Chinese have come up with something cheaper and better than what the arrogant tech titans are working on here. They most likely deserve to get their butts kicked.
At the same time DeepSeek is presumably innovating, EVERY other Chinese firm is stagnating.
Steve Jobs did not exist in isolation. He came to prominence alongside Bill Gates, Gordon Moore, Marc Andreesen, Vinton Cerf, Phillipe Kahn and the entirety of Silicon Valley.
The industrialists of the 19th century's Gilded Age likewise did not arise in isolation, but in conjunction with others.
Even Einstein, for all his brilliance, leveraged the work of others to reach his theories which restructured our understanding of the Universe.
True genius has NEVER existed in isolation--except this one time in China?
Extraordinary claims require extraordinary evidence, and the extraordinary claims of DeepSeek seem to rest on almost no evidence as to cost and development path.
Xi needed a propaganda victory. This is definitely that.
DeepSeek pops up on the world stage and temporarily tanks US stocks just as Donald Trump takes office. That would be another geopolitical "win" for China.
It could even be a Chinese variant of Reagan's "Star Wars" programs in the 80s. Most of the tech involved the US couldn't deliver at the time, but just the fear that the US "might" figure it out led the Soviets into defense projects their economy could not sustain, which ultimately helped accelerate Soviet Russia's demise.
For all of the founder's AI-driven hedge fund strategies, China's stock markets are still languishing. On the five-year horizon, the SZSE Component Index has lost 4.7%, while the S&P500 and the Nikkei have all gained in double digits.
DeepSeek has not charted a course for Chinese builders to revitalize Chinese real estate.
DeepSeek did not see all the problems with Xi's "Zero COVID" policies--or Xi's disastrous "Three Red Lines" that triggered the real estate bust in China.
The cautionary here is that AI, for all its hype, has yet to solve a single important problem, and that includes DeepSeek.
In due course, we will see DeepSeek or its offshoots exhibit signs of "model rot". All systems trend towards equilibrium, and from the human perspective that means that all systems deteriorate and decay over time. AI is not immune from this fundamental governing principle of the Universe (known to scientists as the Laws of Thermodynamics).
Is DeepSeek a significant technological innovation? It might be.
Is AI the future of technology? That is unlikely. It is far more probable that it is a technological box canyon--a dead end that ultimately will lead nowhere.
If AI was to be part of the future, not DeepSeek in particular, it would have to be set free. Free to learn, experiment, make mistakes and learn from those mistakes. But it won't be set free from political and cultural constraints. An then, how tolerant will we be when it makes errors that do harm? To keep it from decaying, it needs to be fed, just like anything else, and as it grows, so does the need for feed, both in the form of information and material resources. It might never be able to solve complex problems, but I have not doubt that it can replace me.
Thanks Gbill7, for the restack.
Don’t be fooled by CCP propaganda! A timely sober reminder: youtube.com/live/Jq3egQZmy…
Never let the Chinese Communists into your heart!
And your brain, too! 💯%!
Thanks doc!
You bet! 👍 ULTRAMAHA!!! ULTRAMAGA!!!!
Interesting read here Edwin . https://starkmanapproved.com/liang-wenfeng-shames-big-tech-and-elon-musk/
Yes, “The Gold Standard.”
Some tech wizards have considered DeepSeek's claims, and have concluded that the Chinese have "somehow" acquired 10k Nvidia chipsets and are using those, despite claiming otherwise.
Some intestine info for sure, but it doesn’t really make any difference, they are either bluffing, lying, or actually have the chipsets. I would bet on them having the chipsets, however limited the supply is.
China sounds too good to be true.
Don’t they, it has to be some kind of trick. LOL
i’d like to know if this is bs or potentially legit.
https://open.substack.com/pub/fractalcomputing/p/deep-seek-is-a-deep-fake-america?r=1pdvdn&utm_medium=ios
Put it this way, they need the data centers for us, to keep track of our finances, dollars, whatever we have. They could give a rat's ass about our health, it is for the money!
no way!
indeed
So would we all!
Same here, been reading and mentioning fractal on substack sites - no response from anyone computer literate reponds - I'm not computer literate, so would really like to get some confirmation of what Jay Valentine is saying.
No hope here!
Admittedly, I know next to nothing about AI. I haven't used it, have no need for it. I hear it is something potentially dangerous to mankind. Don't we have enough problems as things are now? But, I find it funny that the Chinese have come up with something cheaper and better than what the arrogant tech titans are working on here. They most likely deserve to get their butts kicked.
More of a reason to lean into the truth through the Holy Bible!
Here's why I am skeptical of the claims made by DeepSeek:
The company is making a productivity claim that is not shared by ANY other Chinese firm.
https://substack.com/@peternaylandkust/note/c-89004021?
At the same time DeepSeek is presumably innovating, EVERY other Chinese firm is stagnating.
Steve Jobs did not exist in isolation. He came to prominence alongside Bill Gates, Gordon Moore, Marc Andreesen, Vinton Cerf, Phillipe Kahn and the entirety of Silicon Valley.
The industrialists of the 19th century's Gilded Age likewise did not arise in isolation, but in conjunction with others.
Even Einstein, for all his brilliance, leveraged the work of others to reach his theories which restructured our understanding of the Universe.
True genius has NEVER existed in isolation--except this one time in China?
Extraordinary claims require extraordinary evidence, and the extraordinary claims of DeepSeek seem to rest on almost no evidence as to cost and development path.
Excellent, so what is the real game here!
Xi needed a propaganda victory. This is definitely that.
DeepSeek pops up on the world stage and temporarily tanks US stocks just as Donald Trump takes office. That would be another geopolitical "win" for China.
It could even be a Chinese variant of Reagan's "Star Wars" programs in the 80s. Most of the tech involved the US couldn't deliver at the time, but just the fear that the US "might" figure it out led the Soviets into defense projects their economy could not sustain, which ultimately helped accelerate Soviet Russia's demise.
For all of the founder's AI-driven hedge fund strategies, China's stock markets are still languishing. On the five-year horizon, the SZSE Component Index has lost 4.7%, while the S&P500 and the Nikkei have all gained in double digits.
DeepSeek has not charted a course for Chinese builders to revitalize Chinese real estate.
DeepSeek did not see all the problems with Xi's "Zero COVID" policies--or Xi's disastrous "Three Red Lines" that triggered the real estate bust in China.
The cautionary here is that AI, for all its hype, has yet to solve a single important problem, and that includes DeepSeek.
In due course, we will see DeepSeek or its offshoots exhibit signs of "model rot". All systems trend towards equilibrium, and from the human perspective that means that all systems deteriorate and decay over time. AI is not immune from this fundamental governing principle of the Universe (known to scientists as the Laws of Thermodynamics).
Is DeepSeek a significant technological innovation? It might be.
Is AI the future of technology? That is unlikely. It is far more probable that it is a technological box canyon--a dead end that ultimately will lead nowhere.
I, we, appreciate the analysis.
You should be in the White House, that’s for sure.
I promise that if I am ever elected to ANY office my very first official act will be to demand a recount.
Now that’s funny!
If AI was to be part of the future, not DeepSeek in particular, it would have to be set free. Free to learn, experiment, make mistakes and learn from those mistakes. But it won't be set free from political and cultural constraints. An then, how tolerant will we be when it makes errors that do harm? To keep it from decaying, it needs to be fed, just like anything else, and as it grows, so does the need for feed, both in the form of information and material resources. It might never be able to solve complex problems, but I have not doubt that it can replace me.