Is it Copium or just calling out deceptive claims? This article is two weeks old. By that time we already knew DeepSeek made exaggerated claims about their hardware (https://semianalysis.com/2025/01/31/deepseek-debates/). Now their post yesterday about profits also just has made up and misleading claims like “545%” with a bunch of asterisks around the numbers. They know these misleading claims will be repeated without the fine print.
As for nationalism and protectionism - no one wants to see the CCP, an aggressive authoritarian dictatorship, have access to any powerful technology. The world is correct to recognize that risk and do something about it.
DeepSeek didn't make exaggerated claims about their hardware. They stated the number of GPU hours for their V3 training run and multiplied by the hourly rate for GPU rentals on the open market to arrive at a dollar figure. That's explicitly not a claim about their hardware! It's a notional value to make comparison with other published training runs easier, and it serves just fine for that purpose.
The article you link isn't debunking DeepSeek's claims, but rather a rebuttal to people who, months later, seized on that notional dollar figure to retroactively explain why Nvidia stock tanked after DeepSeek rose in the US App Store download charts. Who knows what institutional investors' actual reasoning was when they used that news as a catalyst to unload their positions.
Probably both. I'll admit to be layperson in all this, but deepseek is pretty impressive. Even if they have used more compute than they claimed, this part of article you linked didn't age well judging by reviews of 4.5 :D
>Many have compared V3 to GPT-4o and highlight how V3 beats the performance of 4o. That is true but GPT-4o was released in May of 2024. AI moves quickly and May of 2024 is another lifetime ago in algorithmic improvements.
[+] [-] blackeyeblitzar|1 year ago|reply
As for nationalism and protectionism - no one wants to see the CCP, an aggressive authoritarian dictatorship, have access to any powerful technology. The world is correct to recognize that risk and do something about it.
[+] [-] yorwba|1 year ago|reply
The article you link isn't debunking DeepSeek's claims, but rather a rebuttal to people who, months later, seized on that notional dollar figure to retroactively explain why Nvidia stock tanked after DeepSeek rose in the US App Store download charts. Who knows what institutional investors' actual reasoning was when they used that news as a catalyst to unload their positions.
[+] [-] tacet|1 year ago|reply
>Many have compared V3 to GPT-4o and highlight how V3 beats the performance of 4o. That is true but GPT-4o was released in May of 2024. AI moves quickly and May of 2024 is another lifetime ago in algorithmic improvements.