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by sailingparrot 508 days ago
Yes, see my analogy with Elon.

The point is, the team actually doing the DeepSeek work are working on this as their exclusive project, have been hired exclusively for this etc.

They aren't doing this on the side of their main quant job, and destroying U.S. researchers just as a hobby as the myth would have us believe.

1 comments

That's a fair distinction. IMO should still be categorized as side project in the sense that it's Liang's pet project, the same way Jeff Bezos spend $$$ on his forever clock with seperate org but ultimately with Amazon resources. DeepSeek / Liang fixating on AGI and not profit making or loss-making since hardware / capex deprecation is likely eaten by High Flyer / quant side. No reason to believe DeepSeek spent 100ms to build out another compute chain from High Flyer. Myth that seasoned finance quants using 20% time to crush US researchers is false, but reality/narrative that a bunch of fresh out of school GenZ kids from tier1 PRC universities destroying US researchers is kind of just as embarassing.