Philip Pilkington@philippilkThis is what makes the DeepSeek thing so funny. A bunch of grifters have been selling AI secret sauce for years - spooky mystery juice that could never be fully explained. Now a bunch of young guys just wrote a good algo, published it, and the circus tent burned down. 🤖Opens with an observation
Philip Pilkington@philippilkMaybe, hear me out here, AI was massively overhyped because NVIDIA is one the last remaining viable American hardware companies and Deepseek is just exposing the whole sector as a giant bubble full of capital misallocation and overinvestment. 🤔Opens with an observation