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“Nvidia could soon take a serious hit, too”

from Marcus on AI [alt+shift+b] in AI

The market can remain irrational longer than you can remain solvent, but today might be the day.
3 days ago
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More from Marcus on AI

𝗔𝗜 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝘀 𝗱𝗲𝗯𝗮𝘁𝗲! My conversation with China’s Victor Gao plus a hot take on new essay by Anthropic’s CEO Dario Amodei

[Sorry to swamp your mailboxes today, but there is a lot of important AI stuff happening.]

19 hours ago • 1 votes
OpenAI Cries Foul

Irony is for losers

23 hours ago • 2 votes
Five things most people don't seem to understand about DeepSeek

DeepSeek r1 is not smarter than earlier models, just trained more cheaply

2 days ago • 2 votes
The race for "AI Supremacy" is over — at least for now.

Decades of government kowtowing to Big Tech has thus far failed to produce a decisive victory

4 days ago • 4 votes

More in AI

OpenAI Cries Foul

Irony is for losers

23 hours ago • 2 votes
The Political Preferences of DeepSeek AI Models

Just a very brief post to report that DeepSeek AI Models manifest similar political preferences to their American counterparts.

yesterday • 4 votes
DeepSeek: Frequently Asked Questions

Share this with your friends and family.

2 days ago • 2 votes
Who’s Winning the AI War: 2025 (DeepSeek?) Edition

Same fundamentals, new unhinged vibes

2 days ago • 2 votes
Five things most people don't seem to understand about DeepSeek

DeepSeek r1 is not smarter than earlier models, just trained more cheaply

2 days ago • 2 votes

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