Chinese AI Startup?

[Kingran]

@pauleckler

you wonder if they are using code stolen from OpenAI

No.

Deepseek, some random thoughts

Deepseek, the new state of the art reasoning model, upended the silicon valley AI scene. Few young kids, who really wanted to develop a quant trading model for China, eventually ended up developing a new algorithm for LLM. Pretty impressive With that some random thoughts, in no order. We heard from NVDIA to every HPC how huge clusters (100K+) of GPU’s are required to train the model, and how big is their cluster etc. Scale is an economic moat, not an innovation moat, if anyth…