Newsletter: The DeepSeek situation is a moment that should fill Silicon Valley with shame, a monument to the lack of vision and herd mentality of the American tech industry. OpenAI and Anthropic have no moat, no business, no innovation, and I believe no future.
https://www.wheresyoured.at/deep-impact/
https://www.wheresyoured.at/deep-impact/
Comments
it's right in the V3 paper that you linked in the article, $5.576M https://github.com/deepseek-ai/DeepSeek-V3/blob/main/DeepSeek_V3.pdf
I've seen the consumer winds shift as people buy more and more phones with an AI "assistant" that can't even summarize a dumbass groupchat accurately. This thing is supposed to pay my bills?? lol
https://www.wheresyoured.at/deep-impact/
https://www.wheresyoured.at/deep-impact/
Compute
Algorithm
Data
and talent
Did the politics of Silicon Valley Billionaires, cause the whole compute industry to neglect the importance of talent ?
https://www.wheresyoured.at/deep-impact/
https://www.wheresyoured.at/deep-impact/
https://www.wheresyoured.at/deep-impact/
https://www.wheresyoured.at/deep-impact/
I hope investors will react correctly, see how much of their money was needlessly burned, start rewarding real innovation and efficiency and start punishing waste, before the planet is fucked beyond repair.
apparently tech bros made 'throwing hardware' their core business model, when the smart play was better software
but it's not about software, rather funding grifts and juicing stock
So many journalists failed at their jobs!
Thanks for your work on this Ed, I forwarded this to several people who’ve asked me about deepseek
Thiefs stealing from thiefs, brilliant.
SUCK SHIT
You know ... actual innovation!
When you plagiarize someone else’s work, it usually goes faster and is cheaper.
Like his entire business model isn’t founded on that shit
Try to keep up.
You are upset that your beloved scam altman got scammed by a chinese company over his ‘100% origunul content donut steel’
I’m fine if they stole it (not really) but they should say we saved time by distilling their work, not we did it faster with less all on our own.
The disruption was time, not plagiarism.
Are you ok?
It does play nicely into racist assumptions about the nature of tech from the Far East, so I'd imagine they'll do just fine alleging it and never producing said evidence
Curious.
https://youtu.be/DwxBx0Dz8IQ?si=-4UoVWCPnnA0BcBO
The output of software that makes so many mistakes there's a bullshit euphemism for them isn't evidence.
These are different issues.
Deepseek is a shock because of how little training time it took. Turns out, they lied.
taking copyrighted material from others and not paying for but then crying about when others take your own copyrighted material. what is that about?
Did OpenAI say we used 1 single 486 and it took 12 seconds?
FOR THE LOVE OF GOD.
This is not about copyright.
This is about lying about the cost.
It took me 1/100th the time.
The truth is, it didn’t.
“This isn't about China — it's so much fucking easier if we let it be about China — it's about how the American tech industry is incurious, lazy, entitled, directionless and irresponsible”
This is a must read for anyone looking for a deeper understanding Deepseek
I never really understood that this was really all about creating pathways for companies to access huge amounts of money and therefore look impressive. I think I always assumed that they actually thought LLMs could be used for things. I just don’t think this way so…
Ponzi schemes always collapse because eventually the investment stops due to lack of profits. The business uses hype and future promises as part of the scam.
There is a bit of a Ponzi element to the stock market trading of AI companies, but that's on the secondary market, it's not $ coming out of the company, or going into it (except IPO).
It’s a simple fact that Boomers in Congress never passed the baton to the next generation. GenX’ers would have torched SCOTUS’ Citizens United ruling
They are the innovation that created this Chinese fake AI that’ll still my data
Until a trusted company produces competency i trust it won’t matter