Hey, could you please make your points without resorting to the flamewar style? You've done that repeatedly in this thread, as well as in other threads recently (e.g. https://news.ycombinator.com/item?id=43035040). This is not what HN is for, and destroys what it is for.
If you wouldn't mind reviewing https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.
Parent Highflyer hedgefund only been around for a few years with 8B AUM, aka their single digit % management fees since founding is in low 100s millions total (for all operating expenses), hence fiscally cannot acquire 1B+ of just hardware capex. Deepseek having access to that much hardware doesn't pass basic smell test, and semi analysis has been dodging call outs on socials for this basic math illiteracy.
If you wouldn't mind reviewing https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.