Nerd!

SemiAnalysis published an analysis on DeepSeek, addressing recent claims about its cost and performance. $NVDA

The report states that the widely circulated $6M training cost for DeepSeek V3 is incorrect, as it only accounts for GPU pre-training expenses and excludes R&amp;D,… https://t.co/VcE6jRvonz

New report by leading semiconductor analyst Dylan Patel shows that DeepSeek spent over $1 billion on its compute cluster. The widely reported $6M number is highly misleading, as it excludes capex and R&amp;D, and at best describes the cost of the final training run only.

David Sacks

I'm shocked they lied, said no one ever

https://x.com/DavidSacks/status/1885349558110052571?t=MYEKcy78Ll97JGl2xpqhUA&s=19

I think there will be all kinds of rumors now from all sides. It was very interesting to see how deepseek impacted the market in such a short time.