Deeper panic because of a fast, ai-source open model

The Chinese Deepseed exploded the country of the open AI model reported that Openchomed Countai on several smoke. Additional shock is a company claim that their AI technology has been upgraded only $ 5.6 million.
This figure lifted the eyebrows, especially since companies such as Opelai and anthropic spent a year to develop their large language models. At that time, Tech pedors like Microsoft direct $ 80 billion in 2025, and Meta has spent the spending between $ 6 billion.
As an openai and anthropic investor through Fundrise, And the owner of many US technologies, Deepseedety performance is surprised.
Need is the mother of invention
It was established in 2023 by Lang Wenfeng, a former chief in Ai-Corgen Hedge High-Flyer, Deepseek welcomed the open way of the AI. This strategy enables the global engineer community to evaluate, develop, and remove their software.
Deepseek is looking for its R1 model matches or exceeds the best Opena and Meta products in the benches such as AIs 2024 (statistical activities), MMLAeval (Alpacaeval 2.0 Perform). It is also best for UC Berkeley’s Chatbot Arenaboard Board. All of this is difficult to believe in limited resources.
The company’s mobile app, presented at the beginning of January 2025, immediately moved to the top of Iphone download charts in countries, R1, which describes their thinking before submitting Answers – a separate routine from competitors such as Opelai’s Chatgpt.
Less income of less than 200 employees and budget is part of what many financial lovers who have seen it for retirement to continue competing with us. The answer may be recognized. When something is important, the new invention is usually followed.
Do anything needed to survive
As similar to, think of a financial samurai – a group of 7 people (my wife and me) who works in humble budget, however we managed to successfully compete against writers, editors, and hard workers. I wrote this article at 4:30 am in 6:15 am PST when I was in Holiday Micity, Lake Tahoe because, since 2009, I felt the responsibility of the SAMURA financial read.
If we have lost everything and we need to build our money for the importance of getting millions online to support our children, I hope we can be. Nothing is a parent who doesn’t do their kids.
However, if a financial sermon had to make in the same level as Deepseek, it would be like this property producing as much traffic as a New York Times-The Media reporters with journalists ~ 1 700 and 5,800 employees. Such achievements can be It is almost impossiblethat is why I find it hard to believe the depth only spend $ 5.6 million without getting Great support from the Chinese government.
On the other side of money
US-Based Alex Wang, CEO 28 years of Scales Ai, told CNBC:
“Chinese labs have many H100s,” referring to GPU’s GPUS, blocked to send outside China. “My understanding is that Deepseed has H1,000 H100s about 50,000 – they can talk about, obviously, because it breaks out export controls.”
The logical conclusion seems to be more sources of sources than that disclose to the community. When the first shock of deception, those with an internal knowledge may reveal the true dimensions of the power and support of Deepseed.
What I think will happen and how I plan to invest in Ai in Ai
It is clearly ai in US AI to always add while their future and benefits – in danger. Here’s what foretells:
- The US will accept the AI open models to function properly and Faster Innovation, including Deepseeek’s. Investment in the Intelligence made by organizations and investors will continue, but at speedy speed.
- NVIA and the other Chip-Chip Manufacturers may face up to 20-25% decrease, followed by a rebound as AI approval as fast as Jevon’s Paradox. Jevons Paradox says, for a long time, an increase in efficiency in the use of resources will produce the increase in resources instead of dropping.
- Trump administrators will take additional steps to protect the US AI industry. Its announcement of $ 500 billion Infrastructure – led by Oracle, Openai, and Softbank-Signals how much we look at the chair.
- Big Tech shares are like Microsoft, Meta, Amazon, and Palantir may drop 10-15%, but they are also headed as low ai costs leading great benefits down.
As a result of these methods, I am Buying a DIP In the US Big-Cap Tech Tech cells and private companies. Low costs mean great AI acceptance and ultimately higher profits of these companies.
Apple stops being one of the best Signment Beneficiary. With its biggest ecosystem and late in the heavy use of Ai Capex, an apple is well placed in order to pay low costs, an increase in AI Determination, higher receivables, and advanced service. I’m talking to my book as the Apple is my largest social end.
Please note, this is not advice for investing in you. It just shows what I do with my money. Dangerous assets did not take good care, and you should take the full responsibility of your financial decisions.
Real Estate may also see uptick decided
If the S & P 500 is responsible for the following 10-6 months, Treasure Bonds will decrease as investors and seek the safety of the risk.
Lower Treasury, and can also result in reducing mortgage tax prices, to drive a large US Real Estate. This can remind the investors about growing connection between commercial prices and the stock market since the beginning of 2023. In addition, many may also return, to provide a real estate, offering daily stiffness.
I will continue to measure the dollar cost in S & P 500, private companies for AI, Big Treal Estate. It is directly during the market shock in the management of investing are very sensitive. When you focus on long-term goals – can be retired or finding the future of your children – the money to move children during the drop down is very easy to do.
One thing is sure: AI and investment packets appear quickly, creating risks and opportunities for those who remain experienced.
Students, what do your thoughts in the open Deepseeek of ai source? Do you believe that the company has really spent $ 5.6 million to be successfully competitive and popularity of Openai, anthropic, Google and a Metela? Is this the beginning of the end of the best price, or do you think the big big tech will establish their way through challenge? And by selling the present shock, how does your money work?
Also, this article is not advice for investing in you. It just shows what I do with my money. We have different different financial situations. Invest your risk.
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