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96 sats \ 1 reply \ @SimpleStacker 27 Jan \ on: Why Most People Are Wrong About Deepseek AI and The Impact on Financial Markets econ
I'm honestly surprised that DeepSeek moved markets like this. I anticipate that this is overblown, and that's why I bought stocks today.
For one, so far these are all just claims. No one knows how much it actually cost DeepSeek to train the models. And we know China likes to play fast and loose with both data and intellectual property. I don't see any reason to panic about AI development in the West, yet.
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39 sats \ 0 replies \ @freetx 27 Jan
overblown
The market is going to figure it out. It seems there is no RAG capabilities (real-time generation).
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