This is roughly my thinking around Deepseek.

tl;dl;
They focused on cost cutting optimization because they had to while everyone else focused on buying more compute.
They published their findings so others will be able to adopt them too.
Everyone benefits.

The cheaper inference gets for more complex use cases the more demand there will be the more chips we'll need. It'll just keep going and going.

I think the Deepseek moment is not really the Sputnik moment, but more like the Google moment.  

If anyone was around in ~2004, you'll know what I mean, but more on that later.

I think everyone is over-rotated on this because Deepseek came out of China.  Let me try to un-rotate…

Yishan

This is roughly my thinking around Deepseek.

tl;dl;
They focused on cost cutting optimization because they had to while everyone else focused on buying more compute.
They published their findings so others will be able to adopt them too.
Everyone benefits.

The cheaper inference gets for more complex use cases the more demand there will be the more chips we'll need. It'll just keep going and going.

https://x.com/yishan/status/1884101107368223113

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