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re: Markets may be turbulent tomorrow due to contraction in the AI sector
Posted on 1/26/25 at 6:50 pm to stout
Posted on 1/26/25 at 6:50 pm to stout
quote:
it is open source which usually means the engine/code is available online for all to see and add to the development of.
I don't know how all this works, but it feels like the Genie is already out of the bottle.
1
Posted on 1/26/25 at 7:00 pm to The Egg
Yeah. I posted a tweet about this in the China thread yesterday
LINK
LINK
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 1/26/25 at 7:02 pm to John Barron
Ya, China is about to absorb trillions in capital flows as their economy is breaking and they resort to capital controls.
Posted on 1/26/25 at 7:06 pm to wutangfinancial
quote:
China is about to absorb trillions in capital flows as their economy is breaking and they resort to capital controls.
Not sure that they were looking to pump up their investment.
It looks like they gave away for free the tool to crash ours. They won't get ahead of us but they keep us from from quickly leaping ahead of them.
Posted on 1/26/25 at 7:07 pm to wutangfinancial
Talking about how Deepseek could pop the US AI bubble. Not sure why you think that would mean China would see trillions in capital flows. It just means AI doesn't need the billions that were invested to be effective or efficient like deepseek turned out to be
This post was edited on 1/26/25 at 7:08 pm
Posted on 1/26/25 at 7:08 pm to TrueTiger
quote:
It looks like they gave away for free the tool to crash ours. They won't get ahead of us but they keep us from from quickly leaping ahead of them.
This is their play no doubt
Posted on 1/26/25 at 7:10 pm to TrueTiger
quote:
It looks like they gave away for free the tool to crash ours. They won't get ahead of us but they keep us from from quickly leaping ahead of them.
Precisely. They spent millions instead of billions and made a product that benchmarks close to the competition.
Posted on 1/26/25 at 7:12 pm to John Barron
China is doing china things. Many of their companies have filed false reports causing stock to be inflated only to be exposed. Luckin Coffee, TAL Education Group, and Kangmei Pharmaceutical Co to name a few.
I do not buy into anything the Chinese say.
I do not buy into anything the Chinese say.
Posted on 1/26/25 at 7:12 pm to wutangfinancial
quote:I don't think they're absorbing anything
, China is about to absorb trillions in capital flows as their economy is breaking and they resort to capital controls.
But the American companies will have to answer some questions as to how this was achieved with miniscule resources compared to what's been done already here
Posted on 1/26/25 at 7:13 pm to The Egg
Have you seen it? Have you used it? Just saying.
Posted on 1/26/25 at 7:16 pm to John Barron
yeah, looks like the strategy is not really to win, but to ensure parity.
Posted on 1/26/25 at 7:19 pm to The Egg
a)200 points is less than 1%
b)the claims around this Chinese shite are likely bullshite - especially the $6M part
b)the claims around this Chinese shite are likely bullshite - especially the $6M part
Posted on 1/26/25 at 7:21 pm to LSURussian
quote:
True story: I sold all of my NVDA shares Friday afternoon proving once again it's better to be lucky than smart
Just out of curiosity what was your cost basis per share ?
This post was edited on 1/26/25 at 7:24 pm
Posted on 1/26/25 at 7:22 pm to The Egg
quote:
Basically the Chinese made a more efficient ChatGPT at a 99% discount
The Poli board was 100% certain that they were light years behind us in every conceivable tech measure just a few hours ago.
Y'all owe RaoulDuke an apology.
Posted on 1/26/25 at 7:28 pm to Big Scrub TX
quote:
b)the claims around this Chinese shite are likely bullshite - especially the $6M part
Why would you say that? They didn't have access to the best chips. This short video clip interview with Perplexity AI CEO Aravind Srinivas sums it up pretty well.
Loading Twitter/X Embed...
If tweet fails to load, click here. 
Posted on 1/26/25 at 7:28 pm to The Egg
Deep Seek is what she calls mine.
Posted on 1/26/25 at 7:31 pm to stout
Open source does not equal free.
It may be free in this case, but that is not what open source means.
It may be free in this case, but that is not what open source means.
Posted on 1/26/25 at 7:32 pm to SaturatedPhat
quote:
Open source does not equal free.
The very definition of open source is free
LINK
This post was edited on 1/26/25 at 7:35 pm
Posted on 1/26/25 at 7:36 pm to SaturatedPhat
How does anybody believe anything China says? I think this will be an overreaction and buying opportunity for the Mag7.
Posted on 1/26/25 at 7:38 pm to Big Scrub TX
From what I read they were a bitcoin mining company that was told to figure out a way to make more money. They switched to developing AI using all their mining computers. I wonder if the 6 million doesn’t include the initial computer costs to artificially lower it. Plus, some people saying when prompted deep seam replies it is ChatGPT. I think they just stole ChatGPT code and optimized it
This post was edited on 1/26/25 at 7:40 pm
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