
Industry News Details
Deepdive into Deepseek Posted on : Jan 29 - 2025
The AI world seems to be shaking (incl $589B loss in Nvidia market cap, $1T correction to the overall market and macro impacts with 10 year Treasury yield dropping 9 basis points on Jan 27) as reactions to Deepseek’s recent release of its v3 and R1 LLMs.
There is a lot of noise, opinions and even conspiracy theories, but here I take a fundamentals and a white box view. I seek to understand from a core technology standpoint what Deepseek actually has done that is unique and different, the specific technical outcomes and whether these are broadly applicable. Then I will make some broader predictions about where this is all going and the big implications. View More