Ask HN: What Does Deepseek Mean?

[midnightchair]

Can anyone explain the impact of deepseek in a simple manner? I've heard that it basically China undercutting the US Algorithms on LLMs so they can train for much cheaper. Does this mean I should short sell NVIDIA? Is OpenAI inflated in valu?? WTF is going on? I really honestly have no idea what to make of the recent news. Someone help explain it simply.

[beardyw]

It's another AI provider. Like most, it offers initially for free. It won't be the last. This is a highly volatile industry and things change fast. There are no certainties.

[k4runa]

Too much hype and no moat

[midnightchair]

I have a slight inclination that tells me that deepseek is propped up by Chinese government and like an iceberg there are much deeper things going on. I don't know what though.

[yorwba]

If they were dependent on government handouts, they would be hampered by the need to funnel money into corrupt decision-makers' pockets.

That DeepSeek is a spin-off of a hedge fund and as such has more freedom in allocating their capital probably significantly contributed to their success.

[midnightchair]

Chinese are sad riples in the pond. "IT IS US IT IS US". No... the ripples come from a drop in the pond which is a singular event. It is not your choosing. You have failed.