Several important questions/comments come to my mind as I read more about DeepSeek. Listing them here: 1) Let’s give 1% probability to all the conspiracy theories upfront so we can address it and move on. If it is possible for China/Chinese companies to use shell companies in Singapore or other countries to be a “beard”... See more

This is a very big deal. China has asserted sweeping control over the entire global semiconductor supply chain, putting export license requirements on all rare earths used to manufacture advanced chips. If enforced aggressively, this policy could mean "lights out" for the US AI boom, and likely lead to a recession/economic crisis in the US in the... See more

Deepseek is not a “side project”. At the same time employees are not lying when they say it is. The story they are telling is myth making in the same vein in the Silicon Valley “we want to make the world a better place” but at the same time make billions of dollars.... See more

AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements, but their... See more