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Ask HN: What Does Deepseek Mean?

2 points by midnightchair ↗ HN
Can anyone explain the impact of deepseek in a simple manner? I've heard that it basically China undercutting the US Algorithms on LLMs so they can train for much cheaper. Does this mean I should short sell NVIDIA? Is OpenAI inflated in valu?? WTF is going on? I really honestly have no idea what to make of the recent news. Someone help explain it simply.

6 comments

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k4runa
Too much hype and no moat
midnightchair
I have a slight inclination that tells me that deepseek is propped up by Chinese government and like an iceberg there are much deeper things going on. I don't know what though.
yorwba
If they were dependent on government handouts, they would be hampered by the need to funnel money into corrupt decision-makers' pockets.

That DeepSeek is a spin-off of a hedge fund and as such has more freedom in allocating their capital probably significantly contributed to their success.

midnightchair
Chinese are sad riples in the pond. "IT IS US IT IS US". No... the ripples come from a drop in the pond which is a singular event. It is not your choosing. You have failed.
beardyw
It's another AI provider. Like most, it offers initially for free. It won't be the last. This is a highly volatile industry and things change fast. There are no certainties.