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View Full Version : Chinese AI advancement called DeepSeek is sending US stocks plunging



Doomsday Dallas
01-27-2025, 12:08 PM
https://www.cnn.com/2025/01/27/tech/deepseek-stocks-ai-china/index.html

stocks are hurting today.

what the f*ck is a DeepSeek?

Doomsday Dallas
01-27-2025, 12:38 PM
NVDA down 17% f*cking percent right now.

rawimpact
01-27-2025, 01:53 PM
Yeah I have never been big on information technology. It's only a matter of time before another company creates the next big thing.

I dont quite understand what the AI chip does in comparison to a normal chip... is it just a dedicated core for certain tasks? I know Nvidia has said its meant for AI tasks, but what does that even mean? How does that compare to asking siri questions or doing google voice searches?

In a world where copyright infringements cannot be universally held accountable... hard to invest in it alone. That said my ETFs (incl. VOO) is down 2% because of nvidia.

Bill Gates
01-27-2025, 02:29 PM
Only tech stocks are down big, the DOW is actually up today.

Apparently DeepSeek AI preformed well in comparison to other AI models, but I am not sure how important that is given that US consumers currently use many different AI models.

Perhaps after all the AI drama shakes out, we will be left with one last standing. Similar to how we were left with Google as a search engine and all the other Yahoos took a backseat.

NVidia is probably a buy either way, since they make the most power chips. Speaking of chips, look into the new Google quantum chip "Willow". Supposedly it is infinitely faster than the worlds fastest super computer.

highwhey
01-27-2025, 05:26 PM
how can trump allow this? :mad:

Doomsday Dallas
01-28-2025, 01:49 PM
I picked up some Call Contracts on NVDA, currently up 6% today... $$$

down 17% yesterday seemed like panic selling.

Lakers Legend#32
01-28-2025, 04:43 PM
how can trump allow this? :mad:

He does not give a sh!t.

He's golfing at Mara Largo while Elon runs the country.

j3lademaster
01-28-2025, 07:22 PM
I picked up some Call Contracts on NVDA, currently up 6% today... $$$

down 17% yesterday seemed like panic selling.

Same, and put in more into MU and put a very small amount into VRT, but I'm not enough that I'm comfortable losing I think that one's a gamble. VRT will have an earnings call on the 12th so we'll see on that one.

j3lademaster
01-28-2025, 09:23 PM
Word on the street is that Pelosi dropped Nividia days before the deepseek debacle and is currently going in hard on TEM.

ILLsmak
01-28-2025, 09:52 PM
Only tech stocks are down big, the DOW is actually up today.

Apparently DeepSeek AI preformed well in comparison to other AI models, but I am not sure how important that is given that US consumers currently use many different AI models.

Perhaps after all the AI drama shakes out, we will be left with one last standing. Similar to how we were left with Google as a search engine and all the other Yahoos took a backseat.

NVidia is probably a buy either way, since they make the most power chips. Speaking of chips, look into the new Google quantum chip "Willow". Supposedly it is infinitely faster than the worlds fastest super computer.

Oh there def will be one. Not only one, but one that outshines all others. That’s why everyone is scrambling. I don’t get it. I don’t understand what they want AI to do well. I have some ideas, but none of them satisfy my need to understand why people are putting so much into it.

It’s like… it was a parlor trick, now it’s useful, but I am missing the jump to make it infinitely valuable, like atom bomb level.

-Smak

j3lademaster
01-28-2025, 09:59 PM
Oh there def will be one. Not only one, but one that outshines all others. That’s why everyone is scrambling. I don’t get it. I don’t understand what they want AI to do well. I have some ideas, but none of them satisfy my need to understand why people are putting so much into it.

It’s like… it was a parlor trick, now it’s useful, but I am missing the jump to make it infinitely valuable, like atom bomb level.

-SmakBecause faith = $. Whoever wins the AI war(doesn't need to have the most ai, just the best) will have the best research and tech going forward and more faith which will be more investment. China has 2 Ai's that can outperform compass ai right now(qwen and deepseek) and only had 7.6 bil in private investment in 23 while US had ~75bil(?) so 1/10th the money. For example Meta ai was predicting advancements in the Yamanaka Factors in ~30-35 years, but after qwen and deepseek dropped they're now predicting ~15 years because of advancements in AI researching the medical field FOR us.

ILLsmak
01-29-2025, 11:01 AM
Because faith = $. Whoever wins the AI war(doesn't need to have the most ai, just the best) will have the best research and tech going forward and more faith which will be more investment. China has 2 Ai's that can outperform compass ai right now(qwen and deepseek) and only had 7.6 bil in private investment in 23 while US had ~75bil(?) so 1/10th the money. For example Meta ai was predicting advancements in the Yamanaka Factors in ~30-35 years, but after qwen and deepseek dropped they're now predicting ~15 years because of advancements in AI researching the medical field FOR us.

They have to be using the AI for something juicy, though. The only thing I can think of is they have the potential to gather more information than they could ever sort through, and if AI could make sense of it and index it, that would be extremely valuable. Beyond that, I see why it's a big thing, but it's a lot bigger than people think OR everyone is just a nub and thinks AI is gonna do more than it does. For me, I think some people might be like that, but all the people w/ a lot of money... probably not.

The fact that one ripple can shock the markets so hard is surprising.

Edit: and as you said, the advancement itself doesn't matter, like who is first. As long as it is progressing, that's good for all people who have money to pour into it. None of this is gonna stay under wraps. Raw power is probably still most important. The right model is gonna be cool, but everyone is gonna take it once it comes out and adjust it. China is good at taking things and making them better haha.

-Smak

j3lademaster
01-29-2025, 11:34 AM
They have to be using the AI for something juicy, though. The only thing I can think of is they have the potential to gather more information than they could ever sort through, and if AI could make sense of it and index it, that would be extremely valuable. Beyond that, I see why it's a big thing, but it's a lot bigger than people think OR everyone is just a nub and thinks AI is gonna do more than it does. For me, I think some people might be like that, but all the people w/ a lot of money... probably not.
We already know. They're using AI to advance AI and chip research mainly, but it can also be used to research clean energy and medical innovation. Look into Moxie, it's tech that theoretically will convert co2 into oxygen which is supposed to reverse climate change. The advancements in Moxie in the past 5 years has mostly been ai lead. There will always be things that we could fix, like food insecurity, but we never will because we have to artificially create scarcity so the ruling class can control people, but research that affects rich people as well we're going to see some crazy advancements in the upcoming years.


The fact that one ripple can shock the markets so hard is surprising.
How so? If you win the AI race in the next few years you eventually win the race in all research. Humans can't compete with a computer, after all. And if you lead in all research you will get all the investment money. It's why you see Zucks and Elon scrambling (https://fortune.com/2025/01/27/mark-zuckerberg-meta-llama-assembling-war-rooms-engineers-deepseek-ai-china/) to see if any of their engineers can find an answer or even a plan to usurp deepseek.

Bill Gates
01-29-2025, 12:17 PM
AI can be used in literally every sector. It has the potential to remove all white collar jobs. And then with innovation in robotics (which will be figured out by AI) it will remove the blue collar jobs.

And freeing humans from labor isn't even the greatest thing it can give us. Because it has the potential to figure out how to stop the aging process.

AI is potentially the biggest innovation in the history of mankind. It will just take some time, hopefully we all live long enough to reap the real benefits.

j3lademaster
01-30-2025, 04:17 PM
Word on the street is that Pelosi dropped Nividia days before the deepseek debacle and is currently going in hard on TEM.

Tem up 12%. Bout to pay for my daughters’ college tuitions :pimp:

highwhey
01-30-2025, 05:42 PM
Tem up 12%. Bout to pay for my daughters’ college tuitions :pimp:

good call

j3lademaster
01-30-2025, 06:47 PM
good call

:cheers:

rmt
01-30-2025, 07:38 PM
Well, I tried DeepSeek with What are the best historical k-dramas? It returned a pretty good list (with many of my favorites) - comparable to ChatGPT. So if China is producing similar results with much LESS computing power/cost, the US is in big doodoo.

j3lademaster
01-30-2025, 08:22 PM
Well, I tried DeepSeek with What are the best historical k-dramas? It returned a pretty good list (with many of my favorites) - comparable to ChatGPT. So if China is producing similar results with much LESS computing power/cost, the US is in big doodoo.

China did it with 1/10th the private funding compared to the US in 2023. 1/10th and it’s not only Deepseek, Qwen ai from Alibaba is also better than compass ai(our leading ai tech). This also proves most billionaires like Jack Ma are worthless since he’s been out of the picture for a minute and baba’s made leaps and bounds since.

highwhey
01-30-2025, 08:46 PM
China did it with 1/10th the private funding compared to the US in 2023. 1/10th and it’s not only Deepseek, Qwen ai from Alibaba is also better than compass ai(our leading ai tech). This also proves most billionaires like Jack Ma are worthless since he’s been out of the picture for a minute and baba’s made leaps and bounds since.

with how filthy rich nvidia is, they should have given trump the ceremonious $1 million dollars for a "pri qou pro. they're in an interesting position because amd cards are not nearly good enough to replace nvidia, but they supply the best gpu's to all the high end tech companies in the country. without nvidia's GPU's, the us would have fallen far behind back.

j3lademaster
01-30-2025, 08:54 PM
with how filthy rich nvidia is, they should have given trump the ceremonious $1 million dollars for a "pri qou pro. they're in an interesting position because amd cards are not nearly good enough to replace nvidia, but they supply the best gpu's to all the high end tech companies in the country. without nvidia's GPU's, the us would have fallen far behind back.

We fumbled the bag on that when we voted against the tsmc subsidies in AZ. I remember shitting on the chips act for not doing enough but a friend of mine that works on a lot of valuations for tech in the chandler area said we didn’t want to give them what they wanted, so I was wrong on that. There’s also the looming theory that Taiwan thinks if we have tsmc chip tech we’d no longer protect them from China, and while logical I don’t like going into unsubstantiated claims. That’s how you become a conspiracy loon.

highwhey
01-30-2025, 09:01 PM
We fumbled the bag on that when we voted against the tsmc subsidies in AZ. I remember shitting on the chips act for not doing enough but a friend of mine that works on a lot of valuations for tech in the chandler area said we didn’t want to give them what they wanted, so I was wrong on that. There’s also the looming theory that Taiwan thinks if we have tsmc chip tech we’d no longer protect them from China, and while logical I don’t like going into unsubstantiated claims. That’s how you become a conspiracy loon.

yeah, to your last point, i don't think the us will give much of a shit after reaching chip superiority. they'll have moved onto another resource or commodity. between quantum pc's and the ai race, the next 10-15 years will be wild.

rmt
01-30-2025, 11:41 PM
China is outpacing US in the power department. Doesn't matter what chips/how fast they are if China's got 10x the power US has. US needs to step up its game with nuclear power.

j3lademaster
01-31-2025, 12:03 PM
China is outpacing US in the power department. Doesn't matter what chips/how fast they are if China's got 10x the power US has. US needs to step up its game with nuclear power.

AI > Power, because AI is also power among so many other things. Advancements in the Taishan nuclear plant in the past few years have been predominantly ai lead.

j3lademaster
01-31-2025, 12:11 PM
yeah, to your last point, i don't think the us will give much of a shit after reaching chip superiority. they'll have moved onto another resource or commodity. between quantum pc's and the ai race, the next 10-15 years will be wild.

Oh yeah


https://www.youtube.com/watch?v=vD7lo1Glwto&ab_channel=HasanAbi

Imagine in 10-15 years the advancements in AI and robotics will have this running much smoother, we can literally have terminators already. They can murder Elon Musk and replace him with an android and no one will be the wiser, though Zucks might be lower hanging fruit since he's a whole ass robot already.

Look into Yamanaka Factors as well.

.


The Yamanaka factors (YFs), a quartet of transcription factors—Oct4, Sox2, Klf4, and c-Myc—(OSKM, hereafter referred to as YFs), play a pivotal role in cellular biology due to their unparalleled ability to reprogram somatic cells to a pluripotent state.

Before Deepseek dropped it was predicted that we can dramatically slow down aging and expanding natural lifespans in ~35-50 years and now experts are saying as soon as the next 15-25. We can literally be solving cancer and delaying alzheimers yesterday.

highwhey
01-31-2025, 01:42 PM
Oh yeah


https://www.youtube.com/watch?v=vD7lo1Glwto&ab_channel=HasanAbi

Imagine in 10-15 years the advancements in AI and robotics will have this running much smoother, we can literally have terminators already. They can murder Elon Musk and replace him with an android and no one will be the wiser, though Zucks might be lower hanging fruit since he's a whole ass robot already.

Look into Yamanaka Factors as well.

.



Before Deepseek dropped it was predicted that we can dramatically slow down aging and expanding natural lifespans in ~35-50 years and now experts are saying as soon as the next 15-25. We can literally be solving cancer and delaying alzheimers yesterday.
:oldlol: elon musk is pretty robotic already


that robot is an insane display of tech though. like scarily close to market readyness.

rmt
01-31-2025, 07:09 PM
DeepSeek (15:38) from the AI Czar, David Sacks:


https://www.youtube.com/watch?v=8RkgkOqWs0s

highwhey
01-31-2025, 07:54 PM
DeepSeek (15:38) from the AI Czar, David Sacks:


https://www.youtube.com/watch?v=8RkgkOqWs0s

that was quite a diplomatic answer that just called it uncertain. he avoided travis's question like a motherfvcker though. when travis said the white paper is out there so if they really wanted to find out if the compute power requirements are significantly lower, it would not be very difficult to do so...he avoided it like neo avoided bullets in the matrix lol. then he insinuated they may have illegally obtained h100's so as well :oldlol: dude's saving face for american tech.

Jasper
01-31-2025, 08:52 PM
https://www.youtube.com/watch?v=eVAQoLZKSRw