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Deepseek and Qwen are in China, that's how. If you look at non-US asset prices, the only conclusion is either they are massively underpriced, or US assets are m
by ein0p 2y ago
Deepseek and Qwen are in China, that's how. If you look at non-US asset prices, the only conclusion is either they are massively underpriced, or US assets are massively overpriced. You have industrial giants (with revenues and profits to match) with valuations smaller than a permanent negative profit silicon valley startup.
- buyucu 2y agoI have DeepSeek and Qwen running on my laptop and home server. I'm pretty sure neither my laptop nor my home server are in China.
- ein0p 2y agoAnd so do I (except in my case they're running on a GPU server in my garage), so I'm not saying they are. I mean the teams behind the LLMs, not the LLMs themselves. That's what the investment really goes into (+capex/opex, of course; without it those teams can't really do anything). The current versions LLMs will be outdated within 6 months, their value is fleeting.