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mrbungie
on Jan 27, 2025
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The impact of competition and DeepSeek on Nvidia
Maybe DeepSeek ain't it, but I expect a big "box of scraps"[1] moment soon. Constraint is mother of invention, and they are evading constraints with a promise of never-ending scale.
[1]
https://youtu.be/9foB2z_OVHc?si=eZSTMMGYEB3Nb4zI
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[1] https://youtu.be/9foB2z_OVHc?si=eZSTMMGYEB3Nb4zI