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> Is the claim that it only took $5M to train generally accepted? Based on Nvidia being down 18% yesterday I would say the claim is generally accepted.
by huijzer 2y ago
> Is the claim that it only took $5M to train generally accepted?
Based on Nvidia being down 18% yesterday I would say the claim is generally accepted.
- deskamess 2y ago> Nvidia being down 18% The only part of DeepSeek-R1 I do not like. I hope it's over, but I am not holding my breath.
- coffeebeqn 2y agoNvidia is now up only 1906% over 5 years. What a disgrace
- samvher 2y agoIt crashed all the way back to June 2024 levels, eons of progress wiped out
- tarruda 2y agoIt is still unconfirmed since no one outside of deepseek reproduced it. If confirmed, Nvidia could go down even more
- Wheaties466 2y agobased on information and background they thoroughly gave when releasing their research its pretty easy to put together that it did take them significantly less resources to train this model. only having specific parameters available at a time instead of activating everything all at once is pretty ingenious. that and they just happened to be undergoing a large scale "cyber attack"
- Majromax 2y agoI'm not sure I see the bear argument for NVidia here. Huge AI models certainly drive NVidia sales, but huge AI models are also widely thought to be untrainable and nearly un-runnable save for large datacenters. To me, this is ripe for an application of the Jevons paradox. If architectural improvements make similar models cheaper, I would expect to see more of them trained and deployed, not fewer, ultimately increasing the market for GPU-like hardware.
- willsmith72 2y agoBecause the markets are rational, all-knowing, and have never been wrong?
- huijzer 2y agoThat was not the question.
- mcv 2y agoIt is if you're using market movements as evidence of anything factual. If markets aren't rational, you can't use them that way.
- whimsicalism 2y agodo you only take advice/learn from all-knowing people?
- mcv 2y agoDo you know any? But here's my advice: drop the fallacious arguments and try something more honest.
- whimsicalism 2y agomy argument isn’t fallacious - it is logical: we can learn/use evidence from something without presuming it is all knowing. you are putting words in others mouths that they did not say
- mcv 2y agoI'm sorry, I thought you introduced the "all-knowing" out of nowhere, but this was indeed mentioned by willsmith72. I'd missed that. Still, his implied assertion that markets that markets can often behave irrationally, and can't be used as evidence of technical matters, seems pretty valid to me. But I suppose you could see it as a sign that something is at least temporarily "generally accepted" among investors. That doesn't mean it's generally accepted among AI researchers, though. Although I thought it was $6M rather than $5M, and that that was only the last step, and not the total investment. What does seem to be generally accepted among investors that this isn't good news for NVidia's profits, but that still doesn't mean that all the specific facts are generally accepted.
- infecto 2y agoWhile Deepseek was an instigator in the price movements I would not say its accepted.
- afavour 2y agoI don’t see them as related. The market moves when there is money to be made. It’s only tangentially related to any kind of general sentiment. “I don’t believe this, but I know others will, so I’m selling”