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Maybe: "Leaked Deepseek transcripts reveal plan to pause fundraising due to compute gap" I don't know what "compute gap" means in this context though and it's
by culi 3mo ago
Maybe: "Leaked Deepseek transcripts reveal plan to pause fundraising due to compute gap"
I don't know what "compute gap" means in this context though and it's not clear that that's why they plan to pause fundraising or if the title is conflating.
- topspin 3mo ago> if the title is conflating The title is certainly a great conflation. Any seeker of capital would want to regroup after an unfiltered leak of this magnitude, if for no other reason than to secure the forum from future leaks. The comments about the unlikelihood of enormous future profits were at least as consequential with regard to capital investment as anything else that was said.
- AnnikaL 3mo agoYeah, wouldn't it makes sense to increase fundraising, so as to acquire more compute to close the gap?
- epolanski 3mo agoI guess they likely can't right now due to no hardware available, either cause of bans or already all booked.
- aae42 3mo agoI gather this is the whole point of the original article. It seems to have been pulled, so I can't confirm. At what point do the AI companies start building their own hardware, I wonder.
- hirako2000 3mo agoOther companies are investing and hardware design and manufacturing, so they won't duplicate the effort given the national drive it would be a waste.
- GolfPopper 3mo agoPerhaps it's akin to a mineshaft gap?
- choonway 3mo agoyep. the word they use is probably 克制 or self-restraint. no need to raise so much cash if you can't use it. in his article he talks about the negative aspects of getting everything you want. (all the money, brightest minds, biggest share in AI) etc. he says that these are the things that will cause a company to fail.
- andai 3mo agoI shouldn't win too hard, because then I'll lose?
- muvlon 3mo agoYes. Once you're in such a comfortable position that you'll keep making lots of cash regardless of whether you do well or not, there is little incentive to make good decisions, let alone take risks. This is known as the "curse of Oil" and is also what Intel's decline is attributed to.
- selimthegrim 3mo agoCatching up without overtaking
- brookst 3mo agoYep. Classic “giant series A, company gets amazing office space” vibes.
- Psyladine 3mo agoProblem of the local maxim, extreme dependency is the same as evolutionary pressure to specialize for it, eventually the process owns you.
- andai 3mo agoInteresting, could you elaborate please? What does dependency mean in this context? That you become over specialized for a niche?