Post by Timothy Liu on X
Timothy Liu@timothyhliu5
XThis is by far the best article I've read on Deepseek, written by a value investor @doodlestein, who walks through Deepseek's main technical innovations and their implications for training and inference usage.
Also walks through HW/SW threats for $NVDA
t.co
1.2K likes27 repliesPosted Jan 26, 2025