Still better than ClosedAI because at least we get an open model. They will probably receive the TikTok treatment in the US eventually.
KYC is the illicit activity.
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Gonna have to top up the zapping wallet again soon!
Probably something similar to the frontier models in the US, which are marginally better than Deepseek R1. I’d be surprised if they had something way better, but it’s possible I suppose.
Huge slap in the face for ClosedAI. 😂
The path US companies are taking in AI development is an embarrassing, annoying pain - closed-source, secretive development and a walled garden approach for the users. Everyone having to go through an expensive API with no use case flexibility or visibility into its workings. Hope they crash and burn TBH.
Probably being considered.
The last hope for the US to capture AI is the EUV lithography bottleneck, ASML being the *one* global supplier as of now, but this hope is rapidly fleeting as well.
https://www.ccn.com/news/harbin-researchers-sidestep-us-snactions/
Timing is impeccable.
The are no coincidences.
https://www.theregister.com/2025/01/27/deepseek_suspends_new_registrations_amid
Altman asked Trump to order the CIA to do something. 😂
Would be nice but I’m doubtful. I think this is a short-term dip in the valuation of AI hardware companies. The hardware will still be widely used whether it’s by data centers or consumers. Hopefully consumer AI hardware gets some more love now though.
Pretty much!
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Of course consumer hardware is advancing too. Supposedly with a couple of Nvidia’s upcoming Digits computers connected together you’ll be able to run a 400B parameter model locally.
That’s what the big players like (Closed)OpenAI are going to bet on - adopt these efficiencies as they pop up and keep scaling, hoping that their capabilities will only be matched by similar scale as efficiency improvements run out.
I keep thinking there might be a point when the efficiency gains that let the smaller models keep up with the big ones run out (as the big players adopt these too), then the only way to match capability will be to have nearly the same 2 Trillion or whatever parameter size. Hope open source keeps up! 🙏
The message AI companies in the US *should* be getting is to embrace open source. Unfortunately the response we’re going to see is more lobbying to sanction China harder and block Chinese AI models in the US.
https://www.usatoday.com/story/money/markets/2025/01/27/china-deepseek-ai-stocks-impact/77966585007/
Whoever open sources the AI is who I’m rooting for. IDK if that’s shortsighted on nationalistic grounds.
Never mind, got that backwards. Heavy coinjoin use would move it the other way.
Hypothetically, would a huge jump in coinjoin usage result in a similar pattern?




