DeepSeek DeepSixing Tech Futes
Chatter all weekend long on how a cheap private Chinese OPEN SOURCE AI model can best OpenAI without the high end NVDA chip ……. bubble bursting? (Fellow posting this says no, it will be Yen Carry 2.0 detonation around the bend, forced by need to raise benchmark rates to match the market read.)
“CNBC is all over it, questioning what happens next now that this free open source model costs 30x less to operate on old hardware.”
Both those reasons are valid. It dosen’t really matter which gets blamed for popping the bubble. When you have such ridiculous overvaluations based on financial engineering, FOMO and hype, it has to end eventually and when it does, it can get blamed on anything and everything.
KD
https://market-ticker.org/akcs-www?post=252731