Ask HN: What Does Deepseek Mean?

2 pointsmidnightchair1y ago5 comments

Can anyone explain the impact of deepseek in a simple manner? I've heard that it basically China undercutting the US Algorithms on LLMs so they can train for much cheaper. Does this mean I should short sell NVIDIA? Is OpenAI inflated in valu?? WTF is going on? I really honestly have no idea what to make of the recent news. Someone help explain it simply.

5 comments

4 comments · 2 top-level

k4runa1y ago· 2 in thread

Too much hype and no moat

midnightchairOP1y ago

I have a slight inclination that tells me that deepseek is propped up by Chinese government and like an iceberg there are much deeper things going on. I don't know what though.

yorwba1y ago

If they were dependent on government handouts, they would be hampered by the need to funnel money into corrupt decision-makers' pockets.

That DeepSeek is a spin-off of a hedge fund and as such has more freedom in allocating their capital probably significantly contributed to their success.

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beardyw1y ago

It's another AI provider. Like most, it offers initially for free. It won't be the last. This is a highly volatile industry and things change fast. There are no certainties.

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