DeepSeek Forces a Global Technology Reckoning The fast-growing popularity of the Chinese artificial intelligence software hit shares in tech giants like Nvidia, as Silicon Valley worried about what comes next. https://www.nytimes.com/2025/01/27/business/dealbook/deepseek-tech-stocks-reckoning.html
Why is this in the D&D? R1 was released last week why is today the people are noticing it? Guess the chinese are better than us at everything.
I’ll give you the credit for the first post in this thread that wasn’t just pasting content from somewhere else.
The first is that Lina Khan was right when she pointed out that betting on monopolistic national champions, as we did with Boeing in the 1990s, is a disastrous national security strategy. Here’s what she said: These days, the “national champions” argument often gets made in the context of our dominant tech firms. We often hear that pursuing antitrust cases against or regulating these firms will weaken American innovation and cede the global stage to China. These conversations often assume a Cold War-like arms race, with each country’s firms in a zero-sum quest for dominance… History and experience show that lumbering monopolies mired in red tape and bureaucratic inertia cannot deliver the breakthrough technological advancements that hungry startups tend to create. It is precisely these breakthroughs that have allowed America to harness cutting-edge technologies and have made our economy the envy of the world. To stay ahead globally, we don’t need to protect our monopolies from innovation—we need to protect innovation from our monopolies. We need to choose competition over national champions. Just because she's right doesn't mean the public or government will make it right. Elon and his PP mafia spent hundreds of millions to be coddled and abort future Lina Kahns. C-C-Combo Breaker @tinman should be impressed by the marathon posting
if ony you'd read your history book. back in the 1960s, Boeing was not a Monopoly. in the commercial aircraft industry Boeing competed against McDonald aircraft and Douglas Aircraft in the defense contract industry Boeing competed against Lockheed, Northrop, IBM, Ford, and others
it is an over-reaction. waiting for the hype (over this softwar) to cald down a bit, then will make another play on NVDA, the chip mfg
I mean, it hits chip makers not because they see these guys as a threat to US dominance, but rather because all of a sudden, you don't need that many chips to run AI. Basically what happens the oil industry if you find out how to get 100x more energy out of petrol lol.
I have a feeling many at the top knew AI was easier than were letting on. They just want to justify the money and valuations they are asking for. The 500 billion AI super project should be off the table. That looked like a giant boondoggle even before deepseek.
This won't slow down nvidia. Now everyone will want the chips to run the models locally. And the top players are still going to want supercomputers to train ever more advance AI.
the biggest hurdle for deepseek Trump announces a $500 billion AI infrastructure investment in the US now that people are just beginning to learn about Deepseek. this beckons the question, how will Deepseek get access to this US-based AI infrastructure?
We know that Poonam Soni from Xwitter and @AroundTheWorld are super duper doubly bubbly excited about it.
