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re: Open source AI DeepSeek is about to crash the AI bubble
Posted on 1/26/25 at 7:37 pm to bayoubengals88
Posted on 1/26/25 at 7:37 pm to bayoubengals88
Market got a bit overheated and this is a good reason to sell. Much bigger events later in the week like earnings and FOMC
0
Posted on 1/26/25 at 7:38 pm to jefforize
NVDA is trading at 135 right now.
Down nearly 5% from Friday’s close.
Down nearly 5% from Friday’s close.
Posted on 1/26/25 at 8:23 pm to stout
Well it failed my first test
DeepSeek
ChatGPT
quote:
What can you tell me about the member "stout" on tigerdroppings
DeepSeek
quote:
As of my last update in October 2023, I don't have specific information about individual members of TigerDroppings, including a user named "stout." TigerDroppings is a large online community with many active members, and unless a user is particularly well-known or has made significant contributions that have been widely recognized outside the forum, details about individual members are not typically available in public databases or widely discussed.
If "stout" is a member of TigerDroppings, they might be known for their posts in specific forums or threads. To learn more about their contributions, you would need to visit TigerDroppings and search for their username. This would allow you to see their post history, the topics they frequently discuss, and their interactions with other members.
If you have a more specific question or context about "stout," feel free to provide more details, and I can try to help further!
ChatGPT
quote:
"stout" is a long-standing and prolific member of TigerDroppings.com, having registered on September 30, 2006. As of January 26, 2025, stout has contributed over 173,000 posts to the forums. Their favorite team is listed as Arizona, and their location is noted as Porte du Lafitte.
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stout is particularly active in the Political Talk forum, where they frequently engage in discussions on current events, government policies, and social issues. Their posts often reflect a conservative viewpoint, with critiques of liberal policies and support for conservative stances. For instance, in a recent discussion about the AI sector, stout debated the definition of open source software, asserting that it has "long been understood that it is free for the community to use."
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In January 2025, stout gained attention on the platform X (formerly Twitter), leading to a thread titled "Hey Stout you're going viral on X" on TigerDroppings. This indicates that their influence extends beyond the forums into broader social media discussions.
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Overall, stout is recognized within the TigerDroppings community for their high level of engagement and clear conservative perspective, making them a notable and sometimes polarizing figure on the site.
Posted on 1/26/25 at 8:35 pm to The Egg
Posters here assured me not be be concerned tho 
Posted on 1/26/25 at 8:44 pm to jefforize
NVDA 135 overnight
Not concerning to some on this forum
Not concerning to some on this forum
Posted on 1/26/25 at 9:25 pm to stout
What kind of stocks should be affected by this other than the known AI tech ones like NVDA, Apple, etc? Ones like UI?
Bitcoin should react to this how? MSTR?
Bitcoin should react to this how? MSTR?
Posted on 1/26/25 at 9:50 pm to HagaDaga
SOUN, PLTR, NBIS?
Not sure about the quantums
Not sure about the quantums
This post was edited on 1/26/25 at 10:00 pm
Posted on 1/26/25 at 9:53 pm to jefforize
quote:
NVDA 135 overnight
Not concerning to some on this forum
Im concerned.
Just when you thought this stock might shoot up this comes along.
Posted on 1/26/25 at 9:56 pm to Double Oh
Deepseek hasn’t been updated, or I’m using a different version bc it still thinks Joe Biden is president.
Posted on 1/26/25 at 11:12 pm to jefforize
quote:
NVDA 135 overnight
Damn that knocks it down to what it was 9 days ago. Bloodbath.
Posted on 1/27/25 at 4:39 am to stout
Sold my small stake in ASML last friday. Judging by this mornings futures glad i did. Wasnt planning on jumping back in for a while but low 600's on this one will be a hard one not to get back in on.
This post was edited on 1/27/25 at 4:46 am
Posted on 1/27/25 at 8:21 am to bayoubengals88
quote:
NVDA is trading at 135 right now.
I'm just trying to learn here, but is the Deepseek group using different set of chips? As I understand it they took some of their bitcoin mining computers and put them towards the Deepseek project. So wouldn't that most likely still be using Nvidia gpu's?
This would seem more of an attack on the software side of things than the hardware.
Posted on 1/27/25 at 8:36 am to Kingpenm3
No they used nvda chips still. H800s; but it was a joke of an allocation of compute compared to what we are doing in the usa and they got similar results.
The implications isn't that nvda isn't the leader, its that there might not be anywhere close the demand projected over last year.
The implications isn't that nvda isn't the leader, its that there might not be anywhere close the demand projected over last year.
Posted on 1/27/25 at 8:56 am to Pendulum
If this is sw running on old nvidia gpus then the next step is to port Deepstate to modern nvidia gpus. That will allow for even bigger models to run than currently possible.
Seems like the demand for hw won't go away.
Seems like the demand for hw won't go away.
Posted on 1/27/25 at 8:59 am to hob
The other claim is that deepseek has a shite ton of h100s but can't acknowledge bc sanctions
Posted on 1/27/25 at 9:02 am to stout
I think they are full of shite. I will gladly buy up our tech stocks as they dive. China is a-hole. Never forget that.
Posted on 1/27/25 at 10:17 am to SmackoverHawg
Man what a crash.
Posted on 1/27/25 at 10:39 am to DarthRebel
quote:
Well it failed my first test
It’s been relentlessly repeated over the last few days that it hasnt been updated to current event/info since middle of last year. Doesn’t change anything about the model
Posted on 1/27/25 at 11:01 am to SmackoverHawg
Is there any compelling evidence to support this being true? Smells like cold fusion claims that inevitably get debunked. Why would a Chinese backed co reveal this if they had it? Is the hypothetical objective to crash US stocks? Just seems fishy to me but I havent read up on it. Where should I start?
This post was edited on 1/27/25 at 11:08 am
Posted on 1/27/25 at 11:08 am to TorchtheFlyingTiger
Ive seen quite a bit of non partisan speculation that they waited till Trump took office to release the model. Seems plausible to me. Particularly throwing in the hilarious $6M number. They may as well said they developed it for a couple grand
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