I get the stupid basic excuse about big tech purchasing loads of silicon. That reasoning seems deeply flawed and idiotic to me. If Deepseek R1 democratizes training more for less, then that means customers with mid to small size data centers like universities now have access to train and research models in this space. Nvidia does not have a real competitor, so they get the sale. Their potential customer base just grew exponentially right? OpenAI should be devalued massively by this change, but I don’t see why anything impacts Nvidia negatively in this instance. Am I missing something or is the market this level of stupid? (I have no skin in this game)
It’s not a lot more, overall still behind GPT, but it is done with less. So there’s a slight efficiency gain at least, but most of the buzz of R1 is hypeaganda.
This isn’t true. R1 trades blows with O1 which is the best model that OpenAI released so far - all the hype on O3 is just vaporware until we have an actual product. Most of the buzz isn’t because China made a comparable model with less, it’s because they released the weights for free.
Why would you pay $200/month to OpenAI when you can use R1 for free? Better yet, companies can now self-host it for better security and way cheaper costs. The hype is warranted.