DeepSeek Just Changed AI Forever—Here’s What You Need to Know!
Published: 2025-02-08
Status:
Available
|
Analyzed
Published: 2025-02-08
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
OpenAI is not profitable and relies on continuous funding, with capital becoming a more significant factor than innovation in its strategy.
"because open AI is still burning through cash and treading water now this alone is not a gotcha moment because it's typical for startups to not be profitable in their formative years but open ai's unique ability to raise and burn seemingly unlimited sums of money now looks like a double-edge sword Capital has replaced Innovation as open ai's biggest Moe"
Pending
The prevailing AI development strategy emphasizes scaling through massive resource investment (compute, energy, data) rather than efficiency.
"The game is simple you just need more of everything more compute power in the form of more gpus more energy to power and data centers to house them and more data to train your models on There are no shortcuts only an unquenchable thirst for dollars data and electricity to satisfy it's blunt and extremely resource intensive and Silicon Valley had all of us persuaded that it was the only way"
Pending
DeepSeek's R1 model performs comparably to or better than OpenAI's 01 model across most metrics.
"by almost every metric R1 is as performant as or Superior to 01"
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DeepSeek's open-source R1 model appears superior to OpenAI's closed-source architecture, which is behind a paid subscription.
"This is not a very good look for open AI especially since its models are closed Source whereas deep seeks is open source To put it bluntly deep seek just dumped a miraculous Leap Forward in AI on the internet for anyone to use and modify However they please completely for free whereas open AI is closely guarding inferior architecture behind a $200 per month payall"
Pending
GPT-4's training cost is estimated at over $100 million, while DeepSeek's V3 model cost $5.6 million to train.
"GPT 4 cost at least $100 million to train whereas V3 cost $5.6 million"
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The US export ban has failed to significantly hinder China's AI development, and underestimating China's capabilities is a mistake.
"the US export ban which sought to handicap China has not succeeded and underestimating China is not a good idea"
Pending
The era of massive resource expenditure on pre-training foundation models like GPT-4, with diminishing returns, will likely end soon.
"it's now clear that the era of intensive pre-training of foundation models like GPT 4 where vast resources are being expended on diminishing returns will come to an end sooner rather than later"
Pending
Future AI models will be integrated into applications and run locally, learning and enhancing through user interaction and environmental engagement rather than cloud-based retraining (inference).
"The pre-trained models will be integrated into more applications and products and run locally say on a smartphone rather than on a remote server they will continue to grow learn and enhance but by interacting with their users and their digital and physical environments rather than by further training in the cloud in a process known as inference"
Pending
Nvidia will likely maintain its dominance, with potential shifts in demand from high-end pre-training hardware to more affordable inference-focused offerings.
"Nvidia is likely to continue dominating and any reduction in demand for its most powerful Hardware used for pre-training may be replaced by new demand for its more affordable offerings which will be more appropriate for inference"
Pending
OpenAI might face an identity crisis due to recent developments in the AI landscape.
"open AI may suffer a bit of an identity crisis"
Pending
AI crypto projects integrating DeepSeek could see marketing benefits due to its current prominence.
"if you're bullish on AI cryptos you may want to keep your eyes peeled for any projects integrating deep seek because if nothing else it makes for good Marketing in this attention-driven sector of ours"
Pending
Nvidia's market cap experienced a $593 billion reduction due to investor concerns about DeepSeek's impact on its hardware monopoly.
"the stock worst affected was invidious whose market cap took a $593 billion haircut roughly equivalent to Sweden's annual GDP as investors considered the implications of deep seeks accomplishments on nvidia's Hardware Monopoly"
Pending
Sam Altman has acknowledged that OpenAI's decision to keep its AI closed-source might be historically viewed as the wrong path.
"Sam ultman has since publicly stated that open ai's decision not to open Source its AI has placed the company on the wrong side of History"
Pending
DeepSeek's emergence caused a $1 trillion drop in the market capitalization of US tech stocks.
"in the short term deep seek wiped $1 trillion in market cap off of the US Stock Market"
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The DeepSeek R1 model was unveiled just before a significant US announcement of AI infrastructure investment.
"R1 was unveiled the day before President Trump trotted out Sam ultman and SoftBank CEO Maya shoi son at the White House to hail their planned $500 billion investment in AI infrastructure in the United States"
Pending
DeepSeek's funding model, entirely from a hedge fund, allows for long-term research without the immediate commercial return pressures faced by Silicon Valley startups relying on venture capital.
"this is a totally different funding model to the startups of Silicon Valley where external venture capital is the lifeblood of every startup it put deep seek at Liberty to pursue long-term research goals without the pressure of having to deliver quick commercial returns to Greece VC exits"
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The US implemented an export ban on powerful GPUs to China in 2022.
"the US banned exports of powerful gpus to China in 2022"
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DeepSeek's V3 model was trained for 55 days using ~2,000 H800 GPUs for ~$5.6 million, while OpenAI's GPT-4 model cost between $100 million and several hundred million to train.
"V3 was trained for 55 days using approximately 2,000 of nvidia's less powerful h800 gpus at a cost of around $5.6 Million by comparison open ai's 01 was built at top the gp4 large language model according to gp4 it cost somewhere between 100 million and several hundred million to train"
Pending
The US export ban forced DeepSeek to innovate new ideas in AI development, contrasting with OpenAI's focus on venture capital funding.
"necessity is the mother of invention while open AI was busy collecting VC checks deep seek was forced by the US export ban to come up with new ideas"
Pending
A new joint venture involving OpenAI, Oracle, and SoftBank plans to invest up to $500 billion in US AI infrastructure, including data centers and power generation.
"the Venture entails up to $500 billion do of spending on infrastructure namely data centers and electricity generation needed to maintain America's Edge in the race to scale Ai"
Pending
DeepSeek's lasting legacy will be its technical breakthroughs, made publicly available for free, regardless of debates about its resource utilization or comparisons.
"Deep's greatest accomplishment assuming Sam's words become actions that is all the grumbling about how much how much they spent on training or what gpus they had or which other companies models they benefited from will be forgotten soon enough what will be remembered though is deep seeks technical breakthroughs which were made publicly available for free for the benefit of all people everywhere"
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