Silicon Valley Daily

talked to an ai chad yesterday, asked him about deepseek

his response:
- it was bound to happen
- he expects more hfts to publish their own LLMs and outperform openai etc by a mile

research labs created the game but hft teams will master it due to:
- better financial incentives
- talent advantage

great for competitiveness ans for the end users, most likely bearish openai/nvidia (at these prices)

Imo, Nvidia will benefit because new LLMs will still need GPUs. And specialized LLMs will need the best GPUs and the best is Nvidia by a mile