Stratechery DeepSeek FAQ
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Jan 27, 2025 Recent breakthroughs in AI, particularly with models R1 and V3, are reshaping the landscape. Innovations like mixture of experts and multi-head latent attention are not just technological marvels; they also have political implications reminiscent of past events. The financial nitty-gritty of training these models reveals a staggering $5.576 million cost. Major tech players are adapting to new inference models, with promising benefits for most, but hurdles for Google. Lastly, the semiconductor industry faces a shake-up due to these advancements, while calls for regulatory openness grow.
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Broader Implications of DeepSeek
- DeepSeek's advancements have broader implications beyond AI's current state.
- This includes impacting the meta-discussion, especially between the U.S. and China.
Huawei Mate 60 Pro and Chip Ban
- In 2023, Huawei's Mate 60 Pro with a 7nm chip surprised Washington, D.C., despite its unsurprising creation.
- This led to a chip ban expansion, demonstrating a misunderstanding of chip production.
DeepSeek Announcements and Market Reaction
- DeepSeek's R1 announcement caused a meltdown, but key revelations came earlier with V3 and V2.
- These breakthroughs shifted the overall AI discussion and exposed pre-existing assumptions.