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15min chapter
DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
Bankless
DeepSeek: Transforming AI Efficiency
This chapter explores the groundbreaking efficiency advancements of the DeepSeek model, boasting a 45x improvement over traditional models like ChatGPT. It contrasts the resource-intensive approaches of Western companies with those in regions such as China, while discussing the impact of export controls on technology access. Key topics include the development of advanced algorithms, the significance of the Transformer model, and innovative techniques for optimizing GPU performance and model training.
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