#deepseek
deepseek
2.4M views
1,056 Discussing
ရေပန်းစားသော
နောက်ဆုံး
🤖 DeepSeek-V4 Preview — Officially Launched & Open-Sourced!
While markets are watching charts, the AI world just got a major update. 👇
DeepSeek-V4 is now live with:
📌 Million-token long context window
📌 Pro & Flash versions
📌 Instant API access via Baidu Qianfan (Day0 integration)
Open-source AI is disrupting the space just like DeFi disrupted traditional finance. The tools available to builders today are incredible.
Stay ahead. Build smart. 🔧
#DeepSeek #DeepSeekV4 #Aİ #Crypto #Blockchain
While markets are watching charts, the AI world just got a major update. 👇
DeepSeek-V4 is now live with:
📌 Million-token long context window
📌 Pro & Flash versions
📌 Instant API access via Baidu Qianfan (Day0 integration)
Open-source AI is disrupting the space just like DeFi disrupted traditional finance. The tools available to builders today are incredible.
Stay ahead. Build smart. 🔧
#DeepSeek #DeepSeekV4 #Aİ #Crypto #Blockchain
DeepSeek just dropped V4.
Open-source. API access. Available now.
And Silicon Valley is going through the same feeling it had in January all over again.
Here's why this release hits different.
When DeepSeek V3 launched, it shook the AI world.
Nvidia lost $600 billion in market cap in a single day.
The narrative that only trillion-dollar companies could build frontier AI cracked.
A Chinese lab with a fraction of the compute budget had matched models that cost 10x more to build.
Now V4 is here.
And it's open-source again.
That last word is the one that matters most.
Open-source means every developer on Earth gets access.
Every startup. Every researcher. Every competitor.
No API fees. No rate limits. No OpenAI subscription.
DeepSeek is doing to AI what Linux did to operating systems.
Giving away the infrastructure and betting the ecosystem rewards them anyway.
Here's the market implication nobody's pricing in yet.
Every dollar enterprises planned to spend on closed-model API calls just got a free alternative.
That's not just competitive pressure on OpenAI and Anthropic.
That's pressure on the entire AI monetization thesis that's been underwriting $1.4 trillion in U.S. credit markets.
Remember that number?
DeepSeek didn't just release a model.
They released a question:
If the best AI is free what exactly are we paying $1.4 trillion to build?
#DeepSeek #AI #OpenSource #Tech #Nvidia
Open-source. API access. Available now.
And Silicon Valley is going through the same feeling it had in January all over again.
Here's why this release hits different.
When DeepSeek V3 launched, it shook the AI world.
Nvidia lost $600 billion in market cap in a single day.
The narrative that only trillion-dollar companies could build frontier AI cracked.
A Chinese lab with a fraction of the compute budget had matched models that cost 10x more to build.
Now V4 is here.
And it's open-source again.
That last word is the one that matters most.
Open-source means every developer on Earth gets access.
Every startup. Every researcher. Every competitor.
No API fees. No rate limits. No OpenAI subscription.
DeepSeek is doing to AI what Linux did to operating systems.
Giving away the infrastructure and betting the ecosystem rewards them anyway.
Here's the market implication nobody's pricing in yet.
Every dollar enterprises planned to spend on closed-model API calls just got a free alternative.
That's not just competitive pressure on OpenAI and Anthropic.
That's pressure on the entire AI monetization thesis that's been underwriting $1.4 trillion in U.S. credit markets.
Remember that number?
DeepSeek didn't just release a model.
They released a question:
If the best AI is free what exactly are we paying $1.4 trillion to build?
#DeepSeek #AI #OpenSource #Tech #Nvidia
🚨 LATEST: DeepSeek targets $10B+ valuation 💰
What is happening? $WLD
• First-ever fundraising round reportedly underway $PORTAL
• Valuation expected to exceed $10B
• Signals rapid growth in China’s AI sector
• Reported by The Information $PEPE
What this suggests:
• Global AI race expanding beyond US dominance
• Massive capital flowing into next-gen AI labs
• China doubling down on domestic AI champions
Context:
• AI valuations surging across both public and private markets
• Competes in ecosystem alongside players like OpenAI and Anthropic
📊 Market takeaway:
Bullish for AI sector globally. Rising valuations and funding rounds reinforce the narrative that AI remains the dominant capital magnet across tech markets.
#DeepSeek #AI #OpenAI
What is happening? $WLD
• First-ever fundraising round reportedly underway $PORTAL
• Valuation expected to exceed $10B
• Signals rapid growth in China’s AI sector
• Reported by The Information $PEPE
What this suggests:
• Global AI race expanding beyond US dominance
• Massive capital flowing into next-gen AI labs
• China doubling down on domestic AI champions
Context:
• AI valuations surging across both public and private markets
• Competes in ecosystem alongside players like OpenAI and Anthropic
📊 Market takeaway:
Bullish for AI sector globally. Rising valuations and funding rounds reinforce the narrative that AI remains the dominant capital magnet across tech markets.
#DeepSeek #AI #OpenAI
❌️ تحذير من عمليات نصب كبيرة بإسم #DeepSeek
❌️ نؤكد لجميع المتداولين إن الشركة ليس لها أي عملة اطلاقا .
❌️ هناك الكثير من العملات بهذا الاسم على بعض المنصات اللامركزية نؤكد لكم أنها جميعا نصابة و محتالة.
❌️ لهذا وحب الحذر و التحذير من تلك العملات
🟢 رابط التسجيل في منصة بينانص https://www.binance.com/
❌️ نؤكد لجميع المتداولين إن الشركة ليس لها أي عملة اطلاقا .
❌️ هناك الكثير من العملات بهذا الاسم على بعض المنصات اللامركزية نؤكد لكم أنها جميعا نصابة و محتالة.
❌️ لهذا وحب الحذر و التحذير من تلك العملات
🟢 رابط التسجيل في منصة بينانص https://www.binance.com/
#DeepSeek 一己之力带崩#BTC ，何时止跌？
1. deepseek如何成为纳斯达克最大利空
英伟达（#NVIDIA ）是全球领先的图形处理单元（GPU），博通（#AVGO)是一家全球领先的半导体和基础设施软件解决方案提供商，deepseek R1的成功可能会导致投资者对AI股未来的增长潜力产生担忧，从而影响其股价下行。
AI股价下跌通常会直接影响到相关投资产品和市场的走势。作为NDX成分股的重要权重部分，AI股价波动会在一定程度上影响NDX指数的整体表现。盘前也出现了较大下行
2. 比特币（BTC）作为NDX的先行指标承担了部分避险与对冲职能
比特币（BTC）近年来越来越被看作是风险资产的先行指标，尤其是在经济不确定性或市场情绪波动时。比特币与股市之间的相关性虽然并非固定，但在许多情况下，BTC能够提前反映市场情绪的变化。走势相似度能达到90%，在ndx的非交易时间，btc成为了情绪交易或对冲的重要标的。
3.BTC还会跌多久
BTC自身的叙事仍然处于上行周期，但本次受美股利空情绪影响有较多对冲单增大币价的下行压力，且下行过程中清算了多个多单筹码密集区，为价格上行扫清了障碍，因此今日美股开盘放量下行将成为btc价格止跌的关键信号。
1. deepseek如何成为纳斯达克最大利空
英伟达（#NVIDIA ）是全球领先的图形处理单元（GPU），博通（#AVGO)是一家全球领先的半导体和基础设施软件解决方案提供商，deepseek R1的成功可能会导致投资者对AI股未来的增长潜力产生担忧，从而影响其股价下行。
AI股价下跌通常会直接影响到相关投资产品和市场的走势。作为NDX成分股的重要权重部分，AI股价波动会在一定程度上影响NDX指数的整体表现。盘前也出现了较大下行
2. 比特币（BTC）作为NDX的先行指标承担了部分避险与对冲职能
比特币（BTC）近年来越来越被看作是风险资产的先行指标，尤其是在经济不确定性或市场情绪波动时。比特币与股市之间的相关性虽然并非固定，但在许多情况下，BTC能够提前反映市场情绪的变化。走势相似度能达到90%，在ndx的非交易时间，btc成为了情绪交易或对冲的重要标的。
3.BTC还会跌多久
BTC自身的叙事仍然处于上行周期，但本次受美股利空情绪影响有较多对冲单增大币价的下行压力，且下行过程中清算了多个多单筹码密集区，为价格上行扫清了障碍，因此今日美股开盘放量下行将成为btc价格止跌的关键信号。
Ho chiesto direttamente a #deepseek di stimare il costo per la sua realizzazione e mi ha parlato di 100-200 milioni e di uso di #Nvidia H100:
---
...
### **1. Componenti del costo totale**
- **Computing (GPU/TPU)**: Il costo diretto di eseguire il training su migliaia di chip (es. Nvidia A100/H100).
- **Data collection/processing**: Pulizia, filtraggio e preparazione dei dati.
- **Ricerca e sviluppo**: Stipendi del team di ingegneri e ricercatori.
- **Ottimizzazione e allineamento**: Costituzionale AI, test di sicurezza, riduzione di bias.
---
### **2. Stime per modelli comparabili**
- **GPT-3 (175B parametri, 2020)**: ~$4.6 milioni (costo dichiarato da OpenAI, solo computing).
- **GPT-4 (stima)**: Tra **$100 e $200 milioni** (fonte: SemiAnalysis, 2023), includendo R&D avanzata.
- **Meta Llama 2 (70B parametri)**: ~$20 milioni (stima Meta, open-source).
- **Google Gemini Ultra**: Oltre $500 milioni (stime non confermate, incluso tutto il ciclo di sviluppo).
### **3. Ipotesi per Claude 3**
Se Claude 3 è competitivo con GPT-4 (non sappiamo le dimensioni esatte), il costo totale potrebbe aggirarsi tra:
- **$80 e $200 milioni**, considerando:
- **Computing**: ~$50-120 milioni (per 3-6 mesi di training su 10,000+ GPU Nvidia H100).
- **Dati/Personale**: ~$30-80 milioni (per team di 100+ persone per 2-3 anni).
### **4. Confronto con la stima dei "6 milioni"**
La cifra di $6 milioni è quasi certamente **troppo bassa**, per due motivi:
1. **GPT-3 (2020) costò $4.6 milioni** con tecnologia meno efficiente.
2. Modelli più piccoli di oggi (es. Mistral 7B) richiedono già $1-2 milioni.
3. **Claude 3** è un modello "state-of-the-art", quindi richiede risorse paragonabili a GPT-4.
### **Conclusione**
La cifra realistica per addestrarmi (Claude 3) si colloca probabilmente **tra $100 e $200 milioni**, in linea con le stime per GPT-4. Tuttavia, senza dati ufficiali, resta un esercizio teorico.
Questi numeri spiegano perché solo grandi aziende o governi possono competere nell'IA avanzata: **è un gioco da miliardi di dollari**
---
...
### **1. Componenti del costo totale**
- **Computing (GPU/TPU)**: Il costo diretto di eseguire il training su migliaia di chip (es. Nvidia A100/H100).
- **Data collection/processing**: Pulizia, filtraggio e preparazione dei dati.
- **Ricerca e sviluppo**: Stipendi del team di ingegneri e ricercatori.
- **Ottimizzazione e allineamento**: Costituzionale AI, test di sicurezza, riduzione di bias.
---
### **2. Stime per modelli comparabili**
- **GPT-3 (175B parametri, 2020)**: ~$4.6 milioni (costo dichiarato da OpenAI, solo computing).
- **GPT-4 (stima)**: Tra **$100 e $200 milioni** (fonte: SemiAnalysis, 2023), includendo R&D avanzata.
- **Meta Llama 2 (70B parametri)**: ~$20 milioni (stima Meta, open-source).
- **Google Gemini Ultra**: Oltre $500 milioni (stime non confermate, incluso tutto il ciclo di sviluppo).
### **3. Ipotesi per Claude 3**
Se Claude 3 è competitivo con GPT-4 (non sappiamo le dimensioni esatte), il costo totale potrebbe aggirarsi tra:
- **$80 e $200 milioni**, considerando:
- **Computing**: ~$50-120 milioni (per 3-6 mesi di training su 10,000+ GPU Nvidia H100).
- **Dati/Personale**: ~$30-80 milioni (per team di 100+ persone per 2-3 anni).
### **4. Confronto con la stima dei "6 milioni"**
La cifra di $6 milioni è quasi certamente **troppo bassa**, per due motivi:
1. **GPT-3 (2020) costò $4.6 milioni** con tecnologia meno efficiente.
2. Modelli più piccoli di oggi (es. Mistral 7B) richiedono già $1-2 milioni.
3. **Claude 3** è un modello "state-of-the-art", quindi richiede risorse paragonabili a GPT-4.
### **Conclusione**
La cifra realistica per addestrarmi (Claude 3) si colloca probabilmente **tra $100 e $200 milioni**, in linea con le stime per GPT-4. Tuttavia, senza dati ufficiali, resta un esercizio teorico.
Questi numeri spiegano perché solo grandi aziende o governi possono competere nell'IA avanzata: **è un gioco da miliardi di dollari**
Cryptopolitan
·
--
OpenAI CEO Sam Altman Says DeepSeek’s R1 Is an “impressive Model”
OpenAI CEO Sam Altman praised Chinese AI startup DeepSeek’s R1 model on Monday, describing it as “impressive.” However, he also added that OpenAI will “deliver much better models” and appreciated the fact that the company has a new competitor.
DeepSeek drew worldwide attention last month with its research paper describing DeepSeek-V3, which achieved training through $6 million worth of computational resources. DeepSeek demonstrated cost-effective computing practices through its use of Nvidia H800 chips with limited capabilities.
During the past week, DeepSeek revealed its R1 model, which uses power that is twenty to fifty times cheaper than OpenAI’s o1 model, depending on the task, according to their official WeChat.
Altman said in the X post that “Deepseek’s r1 is an impressive model, particularly around what they’re able to deliver for the price.”
deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price.
we will obviously deliver much better models and also it's legit invigorating to have a new competitor! we will pull up some releases.
— Sam Altman (@sama) January 28, 2025
He also noted OpenAI’s primary interest in research progression and its need for more computational capabilities. He emphasized that ever-increasing computational capability represents his organization’s primary requirement for delivering on its mission objectives.
Nvidia now operates under greater pressure as cost-effective alternatives begin to appear in the market. Recently, Wall Street witnessed its greatest single-day financial disaster when Nvidia lost $593 billion in market value last Monday.
Trump says DeepSeek is a positive development and a wake-up call for US industries
According to an NBC report President Donald Trump suggested that American tech firms sharpen their focus while addressing in Florida on Monday. He said, “The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser-focused on competing.”
The low cost model surged to number one on Apple’s app store during the weekend, threatening U.S. tech supremacy while Trump expressed his faith in America’s capability to maintain its competitive advantage.
He also pointed out a silver lining in DeepSeek’s low-cost approach, calling it “very much a positive development” for innovation. According to him, tech firms could save budgetary resources and “come up with, hopefully, the same solution.”
Cryptopolitan Academy: FREE Web3 Resume Cheat Sheet - Download Now
DeepSeek drew worldwide attention last month with its research paper describing DeepSeek-V3, which achieved training through $6 million worth of computational resources. DeepSeek demonstrated cost-effective computing practices through its use of Nvidia H800 chips with limited capabilities.
During the past week, DeepSeek revealed its R1 model, which uses power that is twenty to fifty times cheaper than OpenAI’s o1 model, depending on the task, according to their official WeChat.
Altman said in the X post that “Deepseek’s r1 is an impressive model, particularly around what they’re able to deliver for the price.”
deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price.
we will obviously deliver much better models and also it's legit invigorating to have a new competitor! we will pull up some releases.
— Sam Altman (@sama) January 28, 2025
He also noted OpenAI’s primary interest in research progression and its need for more computational capabilities. He emphasized that ever-increasing computational capability represents his organization’s primary requirement for delivering on its mission objectives.
Nvidia now operates under greater pressure as cost-effective alternatives begin to appear in the market. Recently, Wall Street witnessed its greatest single-day financial disaster when Nvidia lost $593 billion in market value last Monday.
Trump says DeepSeek is a positive development and a wake-up call for US industries
According to an NBC report President Donald Trump suggested that American tech firms sharpen their focus while addressing in Florida on Monday. He said, “The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser-focused on competing.”
The low cost model surged to number one on Apple’s app store during the weekend, threatening U.S. tech supremacy while Trump expressed his faith in America’s capability to maintain its competitive advantage.
He also pointed out a silver lining in DeepSeek’s low-cost approach, calling it “very much a positive development” for innovation. According to him, tech firms could save budgetary resources and “come up with, hopefully, the same solution.”
Cryptopolitan Academy: FREE Web3 Resume Cheat Sheet - Download Now
နောက်ထပ်အကြောင်းအရာများကို စူးစမ်းလေ့လာရန် အကောင့်ဝင်ပါ