This new AI is comparable to other AI models in every performance metrics. It is also cheaper. I like its bottom up approach (way of solving problems). [video=youtube] [/video] [video=youtube] [/video]
So this whole time, the last year or 2,no one saw this coming?? I mean this is some major news and huge blow to nvda and rest of the ai players racing to the finish line
Google saw it coming back in early 2023 "Open Source AI Will Outcompete Google and OpenAI" Snuskpelle posted this link on the other thread, https://semianalysis.com/2023/05/04/google-we-have-no-moat-and-neither/ Of course Wall Street didn't care, once the bubble starts inflating it takes on a mind of its own and sucks in everyone through FOMO and greed..
Agree once the bubble starts it just snowballs until the very end and poof it collapses. We may look back on today and might see this as one of the biggest news headlines and changes to the industry ....imagine how quidk Capex spending will drop ....i mean nvda is counting on endless amounts of Capex spending by the top 5 companies..if they pull back nvda is going to lose 50% of its value in less than a year. ...
The trick is wise/smart programming. OpenAI might be writing a million lines of code. Deepseek might be writing a few thousand lines of code. China's programmers might be the world's cream of the crop. STARGATE can be dismantled.
Most professional newswriters don't understand Chinese. So, there are very very few news about Chinese things. Look at Jamie Dimon's Children. The children studied the Chinese language. Jamie Dimon knew the importance of the Chinese language.
The actual AI crash on stocks in that area is stupid, because it is not about how much you can save on equipment for a certain level of AI functionality. It is about to get the maximum out of any equipment. So Deepseek just showed that with the given spendings in AI from US companies they should get much more better AI than Deepseek if used wisely. So this can be also just seen as boomerang that AI will be very soon much better than beyond any expectation when all the money spent and equipment used is 100% efficient (as efficient as Deepseek used it). So instead of -5% to -10% in AI stocks this day can also be seen as the opposite of much more potential in the AI space, so they also could easily do +20% because of Deepseek results!
It is really not about having a certain level of AI and spending less and less money and ressources on it. It is about max. out any AI functionalities, so spending more money and using more ressources is better. Since Deepseek has all provided open source, it will be just integrated right now. So as a result you can epect a 10 times or even 100 times better AI functionality very soon from the US AI Tech companies. It is just the opposite, this day could or should boost all AI stocks instead of crashing them. It is too stupid that there is so much fear in the market right now. There will be a very bright future with AI, that is certain.
AI is going to be free (or there is going to be a very good free version) in the future, just like browsers, social media sites, etc. are free. And yes, boys in the East can make a cheapo version that is comparable to the Western God version.
DeepSeek just dropped ANOTHER open-source AI model, Janus-Pro-7B. It's multimodal (can generate images) and beats OpenAI's DALL-E 3 and Stable Diffusion across GenEval and DPG-Bench benchmarks.