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1) Computing obeys the gas law. Making it dramatically cheaper will expand the market for it. The markets are getting it wrong, this will make AI much more broa
by openrisk 2y ago
1) Computing obeys the gas law. Making it dramatically cheaper will expand the market for it. The markets are getting it wrong, this will make AI much more broadly deployed.
2) Engineering is about constraints. The Chinese engineers had limited resources, and they had to find creative solutions.
3) Open Wins. DeepSeek will help reset the increasingly closed world of foundational AI model work. Thank you DeepSeek team.
I think he gets 2 and 3 right.
But 1) is much more complex. Valuations were stratospherical on the basis of certain projections. These are being challenged.
The fact that longer term there may be far more "AI" usage does not mean that its going to be using the same chips, with the same margins, the same business models etc. etc.