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I’m hosting a free virtual conference this Thursday! Don’t miss out on the insights, strategies, and opportunities we’ll be sharing georgegammon.com/birthday
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Have you downloaded *DEEP SNEAK* yet so ccp can upload your data and passwords?
DeepSeek will be remembered just like OS/2 is mentioned anymore
It’s a great way to share the entire contents of your cellphone with the government.
At least its a foreign government. What are they going to do with it, lol? Imagine if your own government had that data.
@@Arathreas They do 😂🤣
It’s open source. You can do whatever you want with it.
1 – its open source (or at least MORE open source than the other AI tools)
2 – the other tools do it as well
Until someone can account for where all those H100 imported by Singapore are, I’ll assume they went to China and were used to create DeepSeek. H100 imports into Singapore exploded at the same time China was cut off.
I have a buddy running it on a 64 core AMD- definately not a 100K H100 😮
@@NashvillePastaman That’s the inference engine, which is not where the main processing happens. The mega processing is on the model creation. There are a lot of models you can run the inference engine on locally and fairly fast.
Bingo! He is actually running the open source avail-
@@NashvillePastaman He didn’t create the code which forms the core of DeepSeek using a desktop computer. 🙄
Competition is good.
Yep and we wonder why the Chinese are better at EVs and hybrids. Maybe it’s only the subsidies. But maybe they are actually creating competition among producers unlike the US market which is mostly protected legacy players.
It is, until government gets in the way.
@@kevinpavlich4136 goverment only gets in the way because the companies that don’t want to compete buy up that goverment
when the capitalist can’t buy the goverment, you have real competition
@@Hueyck Japanese, South Korean, French, Italian, American car makers also get subsidies, protective legislation, tax cuts, preferential loans etc. Chinese car market have plenty of competitors and the competition is cut throat. It’s great for the consumers.
@@Hueyck EV;s and hybrids are not cinese technology, cina can mass produce poor quality with slave labour ordered by a dictator and subsidized by terrorist government
I would like to know if Pelosi sold Nvidia on time then I would believe you, George
She did
She sold it last week, right after Trump came out with the AI announcement
Every day is doomsday on this channel.
Then, don’t come to his channel.
It’s just the truth!
George is a big gai bear
Right, but if you want to be the “Guy who called it” you can’t sit out on any one news story, also he has to pander to the silver/gold bugs and those who have been holding the T-bills and chillin since 2020.
😂😂
“Mr Mayor the stock market is infested with bears” “Yeah & these are smarter than the average ones”
George, you rock! Thank you for the great content!
DeepSeek wrote higly optimized code for their use case. They did not use CUDA, but a lower level language called PTX. CUDA compiles into PTX.
They still used Nvidia cards but being written in low level language probably means it is simpler to modify the code to work on other platforms.
There are also companies that make highly specialized AI inference chips.
OpenAI’s moat was always shallow, there is constant progress in AI. ppl are coming up with really clever things
Another problem, the US stock market is actually a like a casino in Las Vegas. The share prices have NOTHING to do with the company value, but what people bet on it.
“I don’t know, because I don’t know the AI space.” You don’t know is the right answer.
Here’s the question:
Since a drastic reduction in computational intensity creates a dramatically improved degree of software portability, will the loss of demand for Nvidia’s GPUs in the cloud computing market be offset by an increase in demand for dedicated, proprietary AI servers?
Or, in other words, would you rather your market be a few hundred huge players, or hundreds of millions of small ones?
DeepSeek just 100x’d Nvidia’s potential market. It might be the most undervalued tech stock out there until the market figures out that the real innovation of DeepSeek is actually AI portability and not all of the China nonsense that everyone is focused on now.
I like your balloon analogy.
If the market shows signs of weakness, and people start selling their 401K positions to go to short term bond funds, most of them will be selling S&P 500 mutual funds, one of the most popular investments in retirement accounts.
I’m at 30% cash (short term U.S. government bond funds), waiting for the inevitable.
Very useful, thank you for the warning.
*_”Downloadable, open source, uses a fraction of the energy.”_* This should open a floodgate of innovation and new companies — a beautiful thing — *_”out with the old, in with the new.”_*
❤Thanks Gammon! The game is on! You fix the ground to understand this
sh!t!❤ /Mikael
Thanks for the video! I love to learn more from you.
What is really groundbreaking is that DeepSeek is open source. Any startup, any programmer can use this AI and develop it further. The AI is better than anything that Big Tech has. This means that it is not just individual companies that are working on AI, but hundreds of thousands if not millions of people worldwide. This means that Big Tech’s AI development has been killed.
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He mostly interacts on Telegrams, using the user-name,
@MiltonHarper
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I appreciate the professionalism and dedication of the team behind Milton’s trade signal service.
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I’m speaking from experience.