@@chiquita683You mean politically? Because this is the same guy who tried to sue over tech he BOUGHT that he thought was "stolen" by someone else. And this is tech being given away. 😂😂😂 He is literally the opposite of this. He's the relic!
Open ai CEO: "noooo, daddy Trump please return out moat and put ai restrictions on China" This guy has already tried to restrict open source AI models once by begging in front of Congress using safety as an excuse.
Actually China is not racing with US in AI. China is just doing its things for itself, with the limited resources. It is the US who is always thinking about racing.
If DeepSeek R1 outperforms o1, but is 97% cheaper, and we assume reduced costs is a function of progress, as is the case with every other industry on earth... I would argue DeepSeek is 3-5 years ahead of OpenAI at least when you factor in cost.
it's what google said that nobody has any moat here, the first one to develop a real time self-learning ai that can infer real world incidents in real time will be the one to have any moat, until then nobody has moat here
High Tech won't have to wait 5 years for CAPEX buildout, they can start firing American tech Workers tomorrow and send their jobs to Deep Seek V.Mumbai.01
This is so ironic for tech CEOs. They spent three years laying off their best engineers because they thought they could replace them with AI. Meanwhile, the Chinese doubled down on engineering talent, and now they've got a 100x to 1000x better AI than American big tech.
Maybe they're just more effective at collecting data and processing it. All those tiktoks, and they have *so* many Chinese netizens, huge numbers of people, to collect data from. Who knows how far ahead they are.
@@soothingunboxing7129 A single engineer focused on the right thing can be more effective than 4,000 engineers focused on the wrong thing. Right now, from the many people I known working in FAANG, I can tell you the focus is on surviving the next round of layoffs, not on world-class innovation.
@@prolific1518 Look around you, the most advanced technologies in the US such as NVIDIA, TSMC and AI, are mostly invented by Han Chinese, not just any Asian, not even just any Chinese, they are all from a specific ethnic group. You can't take care of sh;t.
Spot on. Hardware will be overcome eventually. Innovation a different matter entirely. To take on Tech giants in AI, like Google, Microsoft, OpenAI, etc and actually win, is a very BIG DEAL. MASSIVE
Sharing is it how it starts. Then the society will try to take care of your kids needs and your families need at reasonable cost that is tied to your income. It keeps escalating from there!
Genius is ubiquitous in all populations and all Races there is no race that does not have Geniuses in it and no population except maybe greenlanders. You know those damn greenlanders
China hasnt taken the lead hackers have taken the lead. Right now there are hundreds of grad students in India US Eastern Europe trying to see if they can pull this off at an even lower price.
It cannot run locally on a phone. Do you have any idea of how much VRAM is required to run a model like DeepSeek r1? Same thing for consumer-grade desktops. Running these models requires $10k+ in hardware.
My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks before retirement. Any suggestions that would complete the existing positions?
Meta investors have made a killing in the past two years, with the stock up 480%. But having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth by the end of last year, excluding dividends
I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
My FA is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thank you for this Pointer, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly
@junjunjamore7735 😂 We're going into debt subsidizing these massive companies on the promise that they will innovate.. and they got beat for 6 million.
Jonas Salk like, "Remember when I made the polio cure open source? Bet it inspired a ton of innovation and cooperation in other fields and industries, right? ...Right? ...Right......?" 😐
You think the Americans couldn't do this? 1. Americans hate regulation, so they fired their ethics teams en masse once they got too close to real AI for them to feel comfortable while insisting there will never be true AI. (See: Google) 2. They make money DEVELOPING AI. It's a flooded market and they're competing against open source. They make money by not having it. China may have the most brilliant scientists in the world or it may not. But it also has a series of strict, brutal measures to weed out grifters, schemers, and snake oil salesmen. The US AI market is a scam trying to figure out how not to get caught creating an ethical dilemma through various means of obfuscation and IP protections. This is just proof of it. They could have done it. They wouldn't make money doing it. 😂
Taught in Asia and they are under a lot of stress. If a student pulled the same classroom antics they do in US they'd get a parking lot beat down. They're in it to win it.
They are not the same Chinese students. Deepseek do not hire American graduates. It is the latest trend in China. Foreign graduates from US including Ivy League are not hired in China government and private sector.
Wait America has "The Best and Brightest" with a hotline to Mumbai and millions of American jobs offshored to ln'dia. How can this be? When will we see Deep Curry V1?
AI stocks will dominate 2025 and Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early this year. I and my CFA are working on a 7 figure ballpark goal, tho this could take till Q2 2025
inference optimization algos vs brute force hardware methods. GPUs still needed. This can go one of two ways: a) cut back on GPU purchases/price decreases to maintain the current pace of AI progress or b) faster AI development with continued maximal GPU hardware purchasing. If the P&Ls of the gpu buyers come under pressure in future, than a) otherwise b)
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@@JoeWilmoth-k2w Inflation is gradually going to become part of us and due to that fact, any money you keep in cash or a low-interest account declines in value each year. Investing is the only way to make your money grow. Unless you have an exceptionally high income, investing is the only way most people will have enough money.
@@IngoKociper I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
what are you saying? Learn open source and use in close source so you still maintain the lead? How much and how often would the average user pay for that "lead"?
use open source for the public. close source/high end/next gen precision with customer support for businesses. same thing red hat use to do. also allow free education classes on ai training like salesforce and oracle do with their big data. problem solved. oligarchs are too greedy and focusing on profits, not utility.
They keep talking about it Without even verifying the info whether it is correct They cant just do it from start They copied the open AI code, and to start a model or better models, you MUST use high End Chips
The Chinese in China are smarter /more hardworking than the Chinese in US lol. The US had written off China and thought they were few years ahead.. The Chinese can easily improve at a faster, cheaper , less advanced chips - it’s basically saying they are survivors and can overcome whatever has been thrown at them. The next 5 yrs will see great advances from China in EVs, space , radars, ships , drone varieties, batteries, 6G , commercial airplanes , high speed trains , robotics , robodogs , hypersonic, etc etc etc. I’m not so sure US can maintain its lead , esp in applications in a large scale.
@@Bjamin9891 I think it had something to do with the fact that the KMT took all the treasury of China with them and fled to Taiwan. Anyways, I don't think it has anything to do with AI and famine happened in many places throughout human history.
American people would have love to support made in USA only of their Oligarchs don't keep sucking their blood dry. Average Americans are broke nowadays. I won't blame them if they go for the cheap.
Paying money to openai just because it's made in America is crazy. Do you know how many jobs have been lost due to outsourcing in other countries. Capitalism doesn't have loyalty my friend!
New research shows that China has by some metrics eclipsed the United States as the biggest producer of A.I. talent, with the country generating almost half the world’s top A.I. researchers. By contrast, about 18 percent come from U.S. undergraduate institutions, according to the study, from MacroPolo, a think tank run by the Paulson Institute, which promotes constructive ties between the United States and China.
Or, see what happens when a government spends $1 trillion/year on its military to instigate and wage wars across the world, instead of spending on infrastructure and improving it’s citizens lives?
Yeah... no... AI in the US is a scam. This is just what happens when you don't sabotage each other in court, hide all your research, hoard all your tech, and fight regulation. This is what a functioning ECONOMY gets you.
Imagine you cost trillions to build/study/make an AI that work well,suddenly a Chinese company use an AI created by its side department with only 6 million cost come out,and totally defeat you in every aspect questions...and its free and open source.
1:20 I mean, always stealing the intellectual property of your competitors will be a more efficient model. If you don’t have to put in all of the infrastructure or pay for the talent to develop the models, you can just steal them afterwards, it’s going to be significantly cheaper and require a lot less hardware and a lot less resources than actually developing the work in the first place. Deep seek isn’t really developing any new capabilities. It’s just building upon models that it has sourced elsewhere.
How is DeepSeek the result of open source? They PRIVATELY created DeepSeek and released it to the community. They didn't collaboratively or OPENLY create it and created it.
What makes you think the Chinese company’s claim of their cost is true? China’s numbers aren’t something you can just take as they present. Covid-19 numbers? Duh
DeepSeek’s own paper on “pricing” suggests that they didn’t include other variables when they showcased the 5mil cost. It costed more than 5 mil, idk why the media is hyping this up.
However I think sensitive domains like politics, culture and so on will be hands off because of the CCP and Deep Seek benchmarks are threatening computational prowess, reasoning and so on.
😂 All the technology companies have to do is release some of the secret stuff that they have behind closed doors.I worked in the tech industry.That is a real thing. They will be fine
The market is getting this totally wrong,. Except for companies that are trying to make money selling expensive, proprietary, llms, cheaper faster and more effective AI is good for the market. Cost and energy consumption were going to be major barriers to scale. Dropping the cost and enabling access will drive more applications, which will require plenty of chips. Lots of computing gear. Lots of demand for the hyperscalers. Who can run these open models on their infrastructure. Even Nvidia may not be a loser. Deepsea didn't need their most current chips. However, if Nvidia comes out with more efficient and more powerful chips that can do the same work as deepseek on half the amount of infrastructure with lower energy consumption, then it will still drive demand for Nvidia cores. Markets missing this big time
I watched my relative's postgrad ceremony at Yale a couple years ago and there were a ton of computer science MS and PhD's walking across the stage. At least 98% of them were Chinese. If we don't want China winning the AI race, maybe we should keep them from learning at our colleges and taking the knowledge back to China. But the genie is out of the bottle now, so "should HAVE" kept them from it is more like it.
@@thomaskim3128 But, maybe we can learn from our mistakes and prevent future spills. We aren't seeing the best AI in the world. The general public doesn't know what tech is being developed in secret, and probably most of those college grads don't, either, so if we halt the knowledge leaks, there could still be a chance we can build superior tech (transformer LLM is not the superior way, IMHO) and leave China behind if we act _now_ . What our govt does about this depends on how serious it is about winning.
All the engineers and founders of DeepSeek are from Chinese University which right now are ranked pretty high based on top paper output and there are a large repatriation waves post Covid due to the anti - Asian movement in the States. Most of their names are on their website.
Calm down everyone. This is a buying opportunity because it is indeed bad news for NVDA, AVGO, etc., but is excellent news for all the users of AI, including mag seven minus NVDA. Because every company, irrespective of big cap, med cap or small cap, can reduce capex spend on chips and innovate more for less (if the claims of deepseek are true). So this is very good news, but if true, would imply significant rotation, which might imply good opportunity to buy and/or rotate).
Correct. Microsoft is probably also a loser here because of their massive investment in openai, , which is definitely the loser here. Nvidia may end up being okay from this because if their latest generation allows models like deepseek to run faster and more efficiently on fewer gpus, then it will still drive upgrades as companies will save on total cost of ownership.
The value of the company is its EXCLUSIVE control over AI. Why would you buy stock in a company that spent 120 billion to nudge a stone when China gave everybody bulldozers this morning!!!
BRING ANOTHER 1 MLN indians to usa. OMG! it was race between indians in USA and China. in 2025 bring another 1 mln "clever" indians and TRUMP GET GOOD RESULT.
OpenAI = closedAI 🤡
Deep Seek = real OpenAI 👑
Elon = Right Again
Jai Hind. Vivek quits Doge because he don't fancy working with another Xi agent.
@@chiquita683You mean politically?
Because this is the same guy who tried to sue over tech he BOUGHT that he thought was "stolen" by someone else. And this is tech being given away. 😂😂😂
He is literally the opposite of this. He's the relic!
deep seek = Real open AI 🎉
Yeah, and it's seeking deeply to open your data with tik getting toked.
The US: We must win this AI race.
China: Okay, I give my AI winner to the world, free of charge.
"prosperity for all"?
Open ai CEO: "noooo, daddy Trump please return out moat and put ai restrictions on China"
This guy has already tried to restrict open source AI models once by begging in front of Congress using safety as an excuse.
Actually China is not racing with US in AI. China is just doing its things for itself, with the limited resources. It is the US who is always thinking about racing.
lol limited? are you for real?
Competition is human nature
sure, buddy
Said the China BOT haha
@ Limited resources like computational power, less powerful chips. What's the doubt?
If DeepSeek R1 outperforms o1, but is 97% cheaper, and we assume reduced costs is a function of progress, as is the case with every other industry on earth... I would argue DeepSeek is 3-5 years ahead of OpenAI at least when you factor in cost.
it's what google said that nobody has any moat here, the first one to develop a real time self-learning ai that can infer real world incidents in real time will be the one to have any moat, until then nobody has moat here
*Finally somebody stated the truth people here are too embarrassed to admit*
China AI companies can’t disclose if they use Nvidia H100s since that would violate US export controls
@@760GMYou think a tech Giant like Huawei can't produce Chips?
High Tech won't have to wait 5 years for CAPEX buildout, they can start firing American tech Workers tomorrow and send their jobs to Deep Seek V.Mumbai.01
This is so ironic for tech CEOs. They spent three years laying off their best engineers because they thought they could replace them with AI. Meanwhile, the Chinese doubled down on engineering talent, and now they've got a 100x to 1000x better AI than American big tech.
DeepSeek team is just 200 persons, not the 4,000 of OpenAI and others.
Maybe they're just more effective at collecting data and processing it. All those tiktoks, and they have *so* many Chinese netizens, huge numbers of people, to collect data from.
Who knows how far ahead they are.
@@soothingunboxing7129 A single engineer focused on the right thing can be more effective than 4,000 engineers focused on the wrong thing.
Right now, from the many people I known working in FAANG, I can tell you the focus is on surviving the next round of layoffs, not on world-class innovation.
They are short-sighted idiots who don't realize that people are the real treasures, not GPUs or money. Deepseek just showed up their foolishness
@@soothingunboxing7129it’s open source. Meaning a lot of other people contribute to it.
actually it is Chinese in China competing with Chinese in USA
No it's not LEE. We can take care of it to make sure that's definitely not the case also. So please keep up the narrative 😉
it is too early to say that
lolz
@@prolific1518do u work at openAI? Lmao
@@prolific1518 Look around you, the most advanced technologies in the US such as NVIDIA, TSMC and AI, are mostly invented by Han Chinese, not just any Asian, not even just any Chinese, they are all from a specific ethnic group. You can't take care of sh;t.
Is not about Nvidia chips
But About Math algoritmo
Bravo China
this. it's a software problem.
that's why the us shoud hire more and more indians, americans are just too bad at math
so true
Spot on. Hardware will be overcome eventually. Innovation a different matter entirely.
To take on Tech giants in AI, like Google, Microsoft, OpenAI, etc and actually win, is a very BIG DEAL. MASSIVE
No. They used Nvidia chips.
Communism is not all bad, at least they share.
Sharing is it how it starts. Then the society will try to take care of your kids needs and your families need at reasonable cost that is tied to your income. It keeps escalating from there!
@@Jeevanm71so US then.
@@Jeevanm71 And they give you universal healthcare !
The product is actually based on MIT's open source AI model.
@@henritriu5163 much powerful than that model hahahaha
there is no lead in AI once it is open source, anyone can play catch up, there is no barrier, you just need people expert in it.
Can sub saharan Africa catch up?
@@ghsense2626Given time it is possible.
@@ghsense2626Yep. Some of the largest and most innovative tech centers are in Nairobi and Lagos and Joburg.
@@ghsense2626Yes
Genius is ubiquitous in all populations and all Races there is no race that does not have Geniuses in it and no population except maybe greenlanders. You know those damn greenlanders
This is the greatest thing that ever happened! Thank you DeepSeek !!
Amazing what yiu can do with a highly educated population of engineers who arent in it for profit
Interesting take on slavery
Exactly👍do you now that Open Ai pay people 0,5 cent in our 😁
Lol ok. And what if they're not?@@chiquita683
Everyone is for profit, the thing in US is monopoly and price gouging.
I always Wash my privates with dove soap
Trump says he knows more about AI than anyone
The best of ai I know I know she tells me I know more about ai than everyone
😂
Lollllll, believe me....
Sure….
Yeah, right, he's a genius
Chinese intelligent had shocked the world!
Wumao says what?
"Russia intelligent has shocked the world!"
-Wumao in 1957
this is not the sputnik moment, it is simply the Linux moment of AI.
Nobody dares to say China has taken the lead😂
All of them have money invested in companies that will lose value if they muster those words together.
Proof is in stock market today, China crushes Trump and America
China hasnt taken the lead hackers have taken the lead. Right now there are hundreds of grad students in India US Eastern Europe trying to see if they can pull this off at an even lower price.
X. EYEE IS VERY SMART SHE HAS ANSWERS AND NOT PANIC STATEMENTS 💯💯💯
deepseek can run locally on a phone or computer, no data center needed, so who want's to spend $500B on Al data centers?
It cannot run locally on a phone. Do you have any idea of how much VRAM is required to run a model like DeepSeek r1?
Same thing for consumer-grade desktops. Running these models requires $10k+ in hardware.
@@guanxinatedWrong.
@@Glowie34765 Care to elaborate?
You can run a quantized, low-quality version, but the real thing requires top-shelf hardware.
@@guanxinated Proved my point for me. You can run DeepSeek low grade on a phone. Not intentionally being a jerk.
@ Ah, okay. Then, we are in agreement.
This is like the Olympics, where you used steroids, didn't get tested and still lost to the Chinese Swimmer.
My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks before retirement. Any suggestions that would complete the existing positions?
Meta investors have made a killing in the past two years, with the stock up 480%. But having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth by the end of last year, excluding dividends
I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?
My FA is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thank you for this Pointer, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly
Love the irony of bots commenting this under the video saying these stocks are free falling 10%+
Its almost like access to a quality education was a good thing 🤯..
I too, welcome our Chinese overlord.
@junjunjamore7735 😂 We're going into debt subsidizing these massive companies on the promise that they will innovate.. and they got beat for 6 million.
*Such In Amazing Time To Be Alive*
don't give cheap tools to smart people.
Jonas Salk like, "Remember when I made the polio cure open source? Bet it inspired a ton of innovation and cooperation in other fields and industries, right? ...Right? ...Right......?" 😐
Ccp kids are the world brightest not surprising anyone who goes to a real college knows this
You mean they don't spend too much time on figuring out which restroom to use? 🤣
Yea the Chinese bots are on CNBC videos lmao
You think the Americans couldn't do this?
1. Americans hate regulation, so they fired their ethics teams en masse once they got too close to real AI for them to feel comfortable while insisting there will never be true AI. (See: Google)
2. They make money DEVELOPING AI. It's a flooded market and they're competing against open source. They make money by not having it.
China may have the most brilliant scientists in the world or it may not. But it also has a series of strict, brutal measures to weed out grifters, schemers, and snake oil salesmen.
The US AI market is a scam trying to figure out how not to get caught creating an ethical dilemma through various means of obfuscation and IP protections. This is just proof of it.
They could have done it. They wouldn't make money doing it. 😂
Taught in Asia and they are under a lot of stress. If a student pulled the same classroom antics they do in US they'd get a parking lot beat down. They're in it to win it.
一個AI模型就足以摧毀美國的股市，摧毀美國的自信，這就是東方的神秘力量😎
I"m rooting for China, anything that makes Trump look bad is good imo.
Be careful of what you ask for; you are American??
I hope you're not an American citizen
This has nothing to do with trump
Chinese students attend the same universities here in the US for math and computer science. What am I missing.
They are not the same Chinese students. Deepseek do not hire American graduates. It is the latest trend in China. Foreign graduates from US including Ivy League are not hired in China government and private sector.
The DeepSeek people are ALL educated inside of China, the founder graduated in China's college, never came to US, so that's what you are missing.
all of deepseek employees graduated from top chinese universities.
Deepseek employee are China locally educated, don't take my words for it, look the information yourself.
*... but do a little bit better? Especially in Math, 7 out of 10 top AI scientists are of Chinese orgin per New York Time last year*
Wait America has "The Best and Brightest" with a hotline to Mumbai and millions of American jobs offshored to ln'dia. How can this be? When will we see Deep Curry V1?
I've got an idea! Ask chatgpt "Is deepseek better than you" 😂
I asked deepseek and it said chat gpt is stronger in English while deepseek is stronger in chinese language. Gpt has a broader english data
AI stocks will dominate 2025 and Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early this year. I and my CFA are working on a 7 figure ballpark goal, tho this could take till Q2 2025
Can you share details of your advisor? I want to invest and increased my cash flow in stocks and alternative assets to achieve financial goals
Yes i will and her name is Eva Diane Herald , she is not just a broker, she is a financial adviser that give advice on any financial matters
I just google her name and her website popped up immediately. I'm very much impressed .I will email her right away
inference optimization algos vs brute force hardware methods. GPUs still needed. This can go one of two ways: a) cut back on GPU purchases/price decreases to maintain the current pace of AI progress or b) faster AI development with continued maximal GPU hardware purchasing. If the P&Ls of the gpu buyers come under pressure in future, than a) otherwise b)
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@@JoeWilmoth-k2w Inflation is gradually going to become part of us and due to that fact, any money you keep in cash or a low-interest account declines in value each year. Investing is the only way to make your money grow. Unless you have an exceptionally high income, investing is the only way most people will have enough money.
@@CharliesMcCormicks Please can you leave the information of your investment advisor here? I'm in dire need of one.
@@IngoKociper I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
@@CharliesMcCormicks Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
European gonna use it. They are tired of Trumps attitude.
The free opensource world gave Linux to the whole world over the last 30 odd years, now DeepSeek is the same again. Kudos to that.
what are you saying? Learn open source and use in close source so you still maintain the lead? How much and how often would the average user pay for that "lead"?
use open source for the public. close source/high end/next gen precision with customer support for businesses. same thing red hat use to do. also allow free education classes on ai training like salesforce and oracle do with their big data. problem solved. oligarchs are too greedy and focusing on profits, not utility.
Considering it was developed by China it was innovation driven by China large pockets as it happens with all innovation made over there :)
They keep talking about it
Without even verifying the info whether it is correct
They cant just do it from start
They copied the open AI code, and to start a model or better models, you MUST use high End Chips
The Chinese in China are smarter /more hardworking than the Chinese in US lol. The US had written off China and thought they were few years ahead.. The Chinese can easily improve at a faster, cheaper , less advanced chips - it’s basically saying they are survivors and can overcome whatever has been thrown at them.
The next 5 yrs will see great advances from China in EVs, space , radars, ships , drone varieties, batteries, 6G , commercial airplanes , high speed trains , robotics , robodogs , hypersonic, etc etc etc.
I’m not so sure US can maintain its lead , esp in applications in a large scale.
US has no bullet trains, and only taxpayer-funded private Starlink cell service with NSA backdoor, referred to as 'SpaceX'.
Yea… China destroyed Ai open market in USA…Lol… 😂
Remember how kind China was on June 4 1989
They tolorated it for months before taking action when it spun out of control and turned extremely violent. How long did it take capitol hill?
@ China 1958-62 world champions of starvation
@@Bjamin9891 I think it had something to do with the fact that the KMT took all the treasury of China with them and fled to Taiwan. Anyways, I don't think it has anything to do with AI and famine happened in many places throughout human history.
Give this woman an award. What a wonderful overview of the current state of affairs
The US: Why Amercian prefer the Opensource deepseek? They should pay Chatgpt to support MADE IN USA
American people would have love to support made in USA only of their Oligarchs don't keep sucking their blood dry. Average Americans are broke nowadays. I won't blame them if they go for the cheap.
Why don't you tell the government to stop sending money to Israel and other foreign countries and uses this to support AI?
Paying money to openai just because it's made in America is crazy. Do you know how many jobs have been lost due to outsourcing in other countries. Capitalism doesn't have loyalty my friend!
It means the valuation of these large tech companies based on AI concept trade is a bubble; way overpriced.
New research shows that China has by some metrics eclipsed the United States as the biggest producer of A.I. talent, with the country generating almost half the world’s top A.I. researchers. By contrast, about 18 percent come from U.S. undergraduate institutions, according to the study, from MacroPolo, a think tank run by the Paulson Institute, which promotes constructive ties between the United States and China.
See what happens when government doesn’t invest in educating its people?
Or, see what happens when a government spends $1 trillion/year on its military to instigate and wage wars across the world, instead of spending on infrastructure and improving it’s citizens lives?
Yeah... no... AI in the US is a scam. This is just what happens when you don't sabotage each other in court, hide all your research, hoard all your tech, and fight regulation.
This is what a functioning ECONOMY gets you.
It’s not USA vs China it’s clowns vs open source.
She is reading from one of those AI chat transcript
I have an AI brain interface implemented in my brain through Nanotech illegally.
Imagine you cost trillions to build/study/make an AI that work well,suddenly a Chinese company use an AI created by its side department with only 6 million cost come out,and totally defeat you in every aspect questions...and its free and open source.
D.O.G.E. should fire Sam Altman as he is wasting money 😆
1:20 I mean, always stealing the intellectual property of your competitors will be a more efficient model. If you don’t have to put in all of the infrastructure or pay for the talent to develop the models, you can just steal them afterwards, it’s going to be significantly cheaper and require a lot less hardware and a lot less resources than actually developing the work in the first place. Deep seek isn’t really developing any new capabilities. It’s just building upon models that it has sourced elsewhere.
Why does everyone say ‘expecially’ now?
America 500 Billion on Date Center's... China free on your lap top or phone ... No Contest lmao
thats the American way. over consume and overcharge
Explain why it tells people it’s ChatGPT when they ask it what type of ai model it is
I know what you mean...
And now it is available for FREE...
Do you know what i mean?
I have been waiting for the excuse of why the Nasdaq 100 will beginning selling off. Here it is. Small Caps are in focus now.
Nobody told, how many 100s of thousands of GPUs Chinese smuggled, and used.
Dont comment until you know the truth
难道复现的那些大学和公司是傻子？股票说明了一切
they use the 800, lower performance.
If it could be smuggled, the U.S. intelligence service could be shot.
@YSKWatch 800 is the Model number
Lower üweformance doesnt tell a lothow many millions of this lower performsnce GPUs did they use is the question
The said how much they've spent. So people shoud have a rough idea.
How is DeepSeek the result of open source? They PRIVATELY created DeepSeek and released it to the community. They didn't collaboratively or OPENLY create it and created it.
What makes you think the Chinese company’s claim of their cost is true? China’s numbers aren’t something you can just take as they present. Covid-19 numbers? Duh
invest based on numbers kids, not hype fear and rumors
China: a country capable to building massive stuff at crazy speeds, thanks to ccp.
$6million and 2 months later Deep Seek can be the best products? It probably copies other sourcecodes and got those chips that it shouldn't have
LLMs are a bit of a knowledge hack. Impressive none-the-less and useful too.
SillyCon Valley just got nuked!
Where were all those so-called "highly-skilled" H1b visa holders??
They set us back by years
DeepSeek’s own paper on “pricing” suggests that they didn’t include other variables when they showcased the 5mil cost. It costed more than 5 mil, idk why the media is hyping this up.
Jealous? Also they are comparing it to the most advanced version of OpenAi (Pay wall) versus the Deepseek (Opensource FREE)
script reading opening statement by guest. look at her eye movement
the users of the AI Large language models are training the AI...
I don't how many have actually tried Deepseek AI, whether its real or not
When it’s free, you are the product.
The stock market charts by her side immediately contradicts her optimism about American AI companies
However I think sensitive domains like politics, culture and so on will be hands off because of the CCP and Deep Seek benchmarks are threatening computational prowess, reasoning and so on.
Valuations now look silly. Priced in massive growth and revenue.
The amount of Chinese bots in here is crazy.
They are toasted...
😂 All the technology companies have to do is release some of the secret stuff that they have behind closed doors.I worked in the tech industry.That is a real thing. They will be fine
What if the secret is that their research is BS? 😮
Wake up call!
The market is getting this totally wrong,. Except for companies that are trying to make money selling expensive, proprietary, llms, cheaper faster and more effective AI is good for the market. Cost and energy consumption were going to be major barriers to scale. Dropping the cost and enabling access will drive more applications, which will require plenty of chips. Lots of computing gear. Lots of demand for the hyperscalers. Who can run these open models on their infrastructure. Even Nvidia may not be a loser. Deepsea didn't need their most current chips. However, if Nvidia comes out with more efficient and more powerful chips that can do the same work as deepseek on half the amount of infrastructure with lower energy consumption, then it will still drive demand for Nvidia cores. Markets missing this big time
I remember her from EYL she 🔥🔥🔥
And, I thought the implication here is that with tik getting toked, another way to open your data is to deeply seek it.
When OpenAI became a closedAI, that when it all starts to crumble.
Idk but i just downloaded deepseek and tried asking for online jobs but it stopped answering after sometime on continuous asking 😂😅
That give the rest of world especially those not so rich and powerful countries hope that they can also be in the play.
What hardware is made on USA soil ?
Trump will probably blame the panama canal in some way 'carrying the AI chips into CHy-na' or some such bollocks.
Opensource always wins ❤
Would be really funny if this was all just IP theft
Ummmmm read from the heart mam not The teleprompter. Something is off 📴
She keeps reading and looking at something ----something's off
@@christiancrowA script? Her research? Why so paranoid, it's an interview.
AI should be open source … it’s the only way it works
Orders for Nvidia chips will be cancelled
NVidia will sell their entire stock
Thank God I didn't invest in Open AI . Goes to show how much our tech sucks
I watched my relative's postgrad ceremony at Yale a couple years ago and there were a ton of computer science MS and PhD's walking across the stage. At least 98% of them were Chinese. If we don't want China winning the AI race, maybe we should keep them from learning at our colleges and taking the knowledge back to China. But the genie is out of the bottle now, so "should HAVE" kept them from it is more like it.
No point crying over spilt milk.
If Americans, with all their freedom and capitalism, can't be exceptional then no one should.
they've done that Trump's first term.
@@thomaskim3128 But, maybe we can learn from our mistakes and prevent future spills. We aren't seeing the best AI in the world. The general public doesn't know what tech is being developed in secret, and probably most of those college grads don't, either, so if we halt the knowledge leaks, there could still be a chance we can build superior tech (transformer LLM is not the superior way, IMHO) and leave China behind if we act _now_ . What our govt does about this depends on how serious it is about winning.
All the engineers and founders of DeepSeek are from Chinese University which right now are ranked pretty high based on top paper output and there are a large repatriation waves post Covid due to the anti - Asian movement in the States. Most of their names are on their website.
Sounds like an advertisement...
Time to buy the dip!
Calm down everyone. This is a buying opportunity because it is indeed bad news for NVDA, AVGO, etc., but is excellent news for all the users of AI, including mag seven minus NVDA. Because every company, irrespective of big cap, med cap or small cap, can reduce capex spend on chips and innovate more for less (if the claims of deepseek are true). So this is very good news, but if true, would imply significant rotation, which might imply good opportunity to buy and/or rotate).
Correct. Microsoft is probably also a loser here because of their massive investment in openai, , which is definitely the loser here. Nvidia may end up being okay from this because if their latest generation allows models like deepseek to run faster and more efficiently on fewer gpus, then it will still drive upgrades as companies will save on total cost of ownership.
The value of the company is its EXCLUSIVE control over AI. Why would you buy stock in a company that spent 120 billion to nudge a stone when China gave everybody bulldozers this morning!!!
Finally a guest that sounds like they know this subject
I heard sales pitch...
Open AI not opensource lmao.
BRING ANOTHER 1 MLN indians to usa. OMG! it was race between indians in USA and China. in 2025 bring another 1 mln "clever" indians and TRUMP GET GOOD RESULT.
the hype is a little overrated cuz deep seek doesnt even have the funding and recourses to scale up the way bigger corps
China 1958-1962 starving world champions
operator open source alternatives are already out since mid 2024