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DeepSeek Buzz Puts Tech Shares on Track for $1 Trillion Drop
(finance.yahoo.com)
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this post was submitted on 27 Jan 2025
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OK, hold on, so I went over to huggingface and took a look at this.
Deepseek is huge. Like Llama 3.3 huge. I haven't done any benchmarking, which I'm guessing is out there, but it surely would take as much Nvidia muscle to run this at scale as ChatGPT, even if it was much, much cheaper to train, right?
So is the rout based on the idea that the need for training hardware is much smaller than suspected even if the operation cost is the same... or is the stock market just clueless and dumb and they're all running on vibes at all times anyway?
I thought everyone knew stocks were all vibes by now, private market might improve with competition but a public stock will always pick the most flashy option even if it's shit just for appeal or they quite literally lose everything if it goes slightly wrong