I really dislike how jittery that market is.a fart in one direction sends ripples through it.
I agree but then again it seems a model doing as good as the others at only 2% the cost would upend expectations as to return on investments from investors. Wait Why did ours cost so much more?
It doesn’t. you can’t compare the cost of R1 to GPT 4.
Everybody involved at that level knows the AI hype is a sham, so they have their finger hovering above the "sell" button. Open AI's valuation and cash burn, for example, assume a much higher revenue in the future -- but if this upstart can release a similar product with a fraction of the overhead, that cash burn now becomes a massive liability.
I really dislike how jittery that market is.a fart in one direction sends ripples through it.
I agree but then again it seems a model doing as good as the others at only 2% the cost would upend expectations as to return on investments from investors. Wait Why did ours cost so much more?
It doesn’t. you can’t compare the cost of R1 to GPT 4.
Everybody involved at that level knows the AI hype is a sham, so they have their finger hovering above the "sell" button. Open AI's valuation and cash burn, for example, assume a much higher revenue in the future -- but if this upstart can release a similar product with a fraction of the overhead, that cash burn now becomes a massive liability.
Edit to add a source from a real news outlet instead of shitty YouTube clickbait: https://www.bloomberg.com/opinion/articles/2025-01-27/china-s-ai-deepseek-shows-silicon-valley-s-huge-blindspot
that's who bubbles tend to work