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If you're an investor you should try Deepseekv4 before you put your hard earned money in this gambling spree. Context - Deepseekv4 is freely available to downl
by wg0 5mo ago
If you're an investor you should try Deepseekv4 before you put your hard earned money in this gambling spree.
Context - Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7.
"Thank you for your attention to this matter"
- nujabe 5mo agoIsn’t knowing how to scale and optimize llm traffic the main barrier ?
- wg0 5mo agoThat's just a "more hardware" problem.
- ramon156 5mo agoRight, and who has more hardware?
- amanaplanacanal 5mo agoHappily, they are building and selling more hardware all the time!
- amelius 5mo agoYes, OpenAI bought all the DRAM.
- wg0 5mo agoChina. They make them there. Huawei is catching up too.
- 0xDEAFBEAD 5mo agoI'll bet Deepseekv4 could answer any questions you had related to that. How much of a moat will it prove to be in the long run? "Scale and optimize" sounds like a commodity business.
- deleted 5mo ago[deleted]
- cultofmetatron 5mo ago> Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7. good luck getting a machine that can run its specs though. Even flash is goign to require ponying up 5-10 grand to run the minimal specs for it. The vast majority of people will find their machine falls behind as tech progresses long before they get a return on that investment. That said, it does mean there will be a healthy market for "generic providers" in the AI landscape with these open weight models.
- Glohrischi 5mo agoCompanies still pay 5k and more for a basic website. 5-10k is quite affordable. Investment is not basic math. Its also dependencies to US companies, trust etc.
- Lord-Jobo 5mo agoInvestment and finance in general, at this scale, is far more geopolitics than it is math. It’s self evident. We’ve all seen how the “math” on so much of the AI business sector literally doesn’t check out, and here there are: still ballooning, still making deals, still directly crafting laws through political influence, still taking over damn near every user space. Politics at a high enough level lets you play a different game with different rules. Politics at a low enough level lets you do the same actually, but we usually call that civil unrest, guerrilla warfare, or collective action depending on how many of which group is defying which “rules”. It’s very easy to get used to the guardrails and guidelines around us when they persist and succeed for decades, but they are much more fragile than they appear.
- hootz 5mo agoIt's not "there will be", there already is a market of generic providers and you can use millions of tokens of DeepSeek-v4-flash for like 1 dollar. https://models.dev/?search=deepseek-v4-flash https://models.dev/?search=deepseek-v4-flash
- smallmancontrov 5mo ago
- deleted 5mo ago[deleted]
- up2isomorphism 5mo agoEven investor knows this well, they will still do that if they can make other people to invest their hard earned moneys into this after them.
- ReptileMan 5mo agoIt is worse than GPT5.5 ... but is so cheap that it doesn't really matter.
- deleted 5mo ago[deleted]
- mrandish 5mo agoIronically, for-profit Chinese companies have released far more Open AI than OpenAI. And they may be a key reason the for-profit OpenAI remains non-profitable. It's worth noting I suspect a key reason Chinese companies are doing this is, in part, tacit encouragement and logistical enablement from the Chinese government. Playing spoiler by nerfing the valuations of over-inflated U.S. AI leaders is a decent strategy given the current GPU disparity.
- maerF0x0 5mo agoThey don't need to profit when they have a government backstop and a nationstate strategy in place. China beating America in AI isn't just about who gets to generate the images/videos of cats.
- gmerc 5mo agoThey don’t have the government as backstop, deepseek is a very successful quant and benefits from less extraction on power and GPUs just like american companies benefit from fossil subsidies
- hakfoo 5mo agoI wonder if there's a "commoditize your complement" play in there somewhere. Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.
- bfkwlfkjf 5mo agoAre you saying that china is releasing great open weights model because they want to get into the GPU business? Which institution do you imagine is coordinating this?
- selicos 5mo agoI just need another.. 522-716gb of RAM for one of the Pro models. But the DeepSeek V4 Flash - GGOUF for ds4 is only 4gb.
- BoorishBears 5mo agoIf you're an investor, you should read up on what's happening to those of us who need to rent 8xB200 to run a model like DSV4.