Pebbling Club 🐧🪨

  • DeepSeek FAQ – Stratechery by Ben Thompson
    stratechery.com
    ai llm ml deepseek nvidia
    Notes
    At the same time, there should be some humility about the fact that earlier iterations of the chip ban seem to have directly led to DeepSeek’s innovations. Those innovations, moreover, would extend to not just smuggled Nvidia chips or nerfed ones like the H800, but to Huawei’s Ascend chips as well. Indeed, you can very much make the case that the primary outcome of the chip ban is today’s crash in Nvidia’s stock price.
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