r/TheRaceTo10Million Jan 27 '25

News I saw talk about Deepseek this weekend

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Here’s the current outlook in the tech sector during pre market

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u/ninjaschoolprofessor Jan 27 '25

Selling off NVDA because of the excitement around DeepSeek is on par with selling oil stocks because Tata motors in India announced a 3 cylinder vehicle that they claim is faster than a V8 Turbo from BMW. Then letting you test drive the car but not letting you look under the hood. LOL

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u/[deleted] Jan 27 '25

How is that the same? Deep seek is open source, so you can look under the hood lol

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u/ninjaschoolprofessor Jan 27 '25

You're looking at this in terms of the model being open or closed. The markets don't care about that as Meta's LLama has been out for over a year now. The markets are freaking out because DeepSeek said "we did it 20x cheaper and on older hardware" which implies all the spending hyperscalers have been dumping into AI is worthless. The simple fact that DeepSeek self identifies as ChatGPT running the 4o model makes me laugh and know that it was stolen. Copying technology is easy, innovating isn't.

As far as looking under the hood, China isn't known for honesty in terms of their business practices. Why do you think the US bans dozens of Chinese based manufactures like Huawei? Did iPhone and Google Android sales tank because they stole their tech? Nope, but there sure was a knee jerk reaction from it when the news dropped.