yes mr. president, once we build the 500B AGI/ASI supercluster eggs will be so cheap, you won't believe how cheap they're going to get

this app is free

you can just do things

it’s so over

Jevons Paradox Strikes Chip Stocks Overnight After DeepSeek Takes First Place in Stores

The release of DeepSeek sent ripples through the chip market, as engineers proved that optimizing code could maximize GPU efficiency without increasing hardware demand. The result? A major hit to chip stocks:

📉 Arm ($ARM): -5.5%
📉 Nvidia ($NVDA): -5.3%
📉 Broadcom ($AVGO): -4.9%
📉 Super Micro ($SMCI): -4.6%
📉 Taiwan Semi ($TSM): -4.5%
📉 Micron ($MU): -4.3%
📉 Qualcomm ($QCOM): -2.8%
📉 AMD ($AMD): -2.5%
📉 Intel ($INTC): -2.0%

Why the market panic?

Instead of relying on raw compute power, engineers behind DeepSeek focused on highly efficient code optimization, reducing dependency on high-end hardware.

FAQs About DeepSeek's Success:
Q: How did DeepSeek get around export restrictions?
A: They didn’t. Instead, they optimized their chips for maximum memory efficiency. With perfectly tuned low-level code, they avoided bottlenecks entirely.

Q: How did DeepSeek train so efficiently?
A: They used predictive formulas to determine which tokens the model would activate and trained only those tokens. This approach required 95% fewer GPUs than Meta by focusing training on just 5% of parameters for each token.

Q: Why is DeepSeek’s inference so much cheaper?
A: They innovated by compressing the KV cache, a breakthrough from earlier research that dramatically cut costs.

Q: How did they replicate o1?
A: Through reinforcement learning. They tested the model with verifiable, complex tasks (like math and code), updating it only when it got the answers correct.

The Bottom Line: DeepSeek’s success is a testament to software-driven innovation. Engineers are proving that efficiency can outpace brute force—and the market is feeling the impact.

OpenAI vacuumed the whole internet, while DeepSeek vacuumed the o1 models and karpathy warned us about this a month ago

semiconductor fund managers after seeing 4 memes about deepseek

release the nsfw sora model

game recognizes game

DeepSeek also wrote some PTX (NVIDIA’s intermediate assembly language). Low-level GPU programming is the way to go, folks. The more you optimize, the more you reduce costs or increase your performance budget for further advancements elsewhere at no additional cost

*unpops your popped bubble*

Masayoshi Son announced that Sam Altman agreed to launch AGI in Japan within two years. A new AI model called "Crystal Intelligence" is being developed, which operates autonomously and can read all source code built over the past 30 years.

SB OpenAI Japan has been established.
Crystal AI capabilities: Attends meetings, replaces call centers, and has long-term memory.
Investment: $3 billion allocated for its development.
SoftBank’s push: Assembled a 1,000-person sales engineering team and aims to create "Stargate Japan."

https://www.youtube.com/live/EdI8kZQNdEE

what are they cooking💀💀