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0 pointsDer_Einzige0y ago0 comments

There are times when "just trust me bro" is okay. Semianalysis articles are one of those times. You are free to pull the contrarian "source please" shit, but the reality is that they are far more accurate at most types of GPU, Cloud, or AI analysis than almost anyone on this websites or anywhere else.

Just trust them bro. Unironically.

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oefrha0y ago

We're talking about a narrative that's affecting tens of billions of investment dollars, possibly more. I'm not gonna "trust me bro" anyone on this.

yorwba0y ago

Then you definitely shouldn't trust the unsourced, false claim that "DeepSeek claimed to have built its base model for about 5% of the estimated cost of GPT-4." DeepSeek never claimed this.

Der_EinzigeOP0y ago

Don't act like the ambiguity of their language wasn't intentional. It was. They on purpose worded it in the paper so that investors mass freaked out about the idea of GPT-4 for a few million while AI researchers laughed as they read the "this is only the final training run" gigantic astrik.

oefrha0y ago

Yes, I don’t trust that either.

saagarjha0y ago

And you expect a random Hacker News commenter to tell you how they're allocating their billions?

oefrha0y ago

Don’t know what you’re talking about. I read an HN comment saying here’s a well researched article, followed the link, and found a trust-me-bro article. Where did I ask for advice from an HN commenter?

saagarjha11mo ago

You aren't going to get non-"trust me bro" insight except by asking Sam Altman himself. I assume he has more interesting things to do with his time at the moment. Barring that, you're going to get the guy who wines and dines GPU suppliers and sees if he can connect any crumbs of information that drop.

j / k navigate · click thread line to collapse

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oefrha0y ago

We're talking about a narrative that's affecting tens of billions of investment dollars, possibly more. I'm not gonna "trust me bro" anyone on this.

yorwba0y ago

Then you definitely shouldn't trust the unsourced, false claim that "DeepSeek claimed to have built its base model for about 5% of the estimated cost of GPT-4." DeepSeek never claimed this.

Der_EinzigeOP0y ago

oefrha0y ago

Yes, I don’t trust that either.

saagarjha0y ago

And you expect a random Hacker News commenter to tell you how they're allocating their billions?

oefrha0y ago

saagarjha11mo ago

j / k navigate · click thread line to collapse