101681692
commented on
$NVIDIA (NVDA.US)$
Is Deepseek truly a justified concern that US tech has been taken over by China?
Deepseek is a distillation model that would not be possible without existing LLM models like OpenAI. Distillation is a method of using the output of a larger model to train a smaller model.
Does this mean that compute power will be cheaper with Deepseek?
No, the high cost of building LLMs is still inherent. Innovating from o1 to o3 still requires a lot of compute power because...
Is Deepseek truly a justified concern that US tech has been taken over by China?
Deepseek is a distillation model that would not be possible without existing LLM models like OpenAI. Distillation is a method of using the output of a larger model to train a smaller model.
Does this mean that compute power will be cheaper with Deepseek?
No, the high cost of building LLMs is still inherent. Innovating from o1 to o3 still requires a lot of compute power because...
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101681692
commented on
$NVIDIA (NVDA.US)$ Shorted at 151, should I close my short and change to long?
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101681692 : definitely an overreaction. down to the very core its the same “china can do it cheaper” logic. Nvidia will jsut have to find more ways to differentiate from the competition and Im sure it will