Just so I understand. People are bearish on AI because DeepSeek innovation improved efficiency by 30x? And that with larger clusters and continued scaling of synthetic data and inference compute, next generation models are going to be like 100x better than o3?

Anyone who is bearish on AI portfolios when open source AI is getting better and cheaper is retarded.

We literally all get this *for free*. Every AI product, agent, etc is suddenly smarter than it was yesterday. For free.

Shaw (wartime arc)

Zoom out and chill

https://x.com/shawmakesmagic/status/1883831555392770470?s=46