This is so silly.
Trump: I’m going to put a 100% tariff on your goods if you don’t start building them here.
TSMC: Yeah, we’re doing just that next year. We’re already fabbing them there in the US.
2026 rolls around and the final part of TSMZ in AZ is complete
Trump: I’m such a fucking genius.
And Republicans will eat this shit up.
Hur, hur, folks will speak about “DeepSeek won’t let me talk about June 3rd, 1989”
That’s not really the point nor why investors are bailing.
Investors are popping bubbles mostly because they already knew nVidia and the AI craze was overvalued. There just wasn’t a hard case for making the short sell.
That’s where DeepSeek comes in, not because of what they offer, but because of how they did it. nVidia has posed the market that the ONLY means towards the “bright AI future™” is via their advanced chips. Chips mind you, that China does not have access to.
Well guess who has a pretty advanced model for a country that’s not supposed to have the chips to do that? So one of two things is going on AND it plays well to our AI short sellers.
It’s one of these two situations and it’s THAT, that had investors finally getting that sweet, sweet orgasm of calling bullshit on a market leader. Now the science is still out here. DeepSeek put out a lot of information and open sourced their code on how they went about building their LLM. So, science doing what science does best, there should be some repeatability to what DeepSeek did. And there’s plenty of folks around who have the setup to attempt it. So eventually we should see SeepDeek soon enough or whatever.
So if we start seeing SeepDeek, Zuckerbot 5000, and so on. Then it’s number two that’s likely true, which means nVidia is going to be hurting. Now if we don’t see any of that coming out, well then arrows start to point to number one. nVidia isn’t hurting too much, but boy oh boy will the vendors not like seeing some of that inventory going to people it shouldn’t be going to. If there’s one thing American Companies hate, it’s competition when there shouldn’t be any.
That’s the thing with FeepPeaks here. It isn’t that your social credit score will hit the hunny pot for dear leader Xi Jinpoobear. It’s that someone has successfully given the required red meat to the autist that have been chomping at the bit to short the fuck out of team greenbacks. That’s the bigger story here. It’s that sly pandering to the retards of WSB to do what they do best in spite of the recent “US superiority for meme coins and Presidential rug pulls.”
Now in the end if number two does pull true, it’s a game changer for how nVidia was planing to do this “AI will suck your fucking dick if you buy the top shelf silicon”. What DeepSeek does isn’t a golden goose here, it’s still a bit slower than <<those other LLMs>>, what it does do is get the job done for about the same number of kilowatts coming into your setup.
Put another way, nVidia’s top tier card gives you the full service, cups the balls, gentle humming, no teeth, all the way to the base. The “Shit we Sell to the Chinese™”, is like the person who spits in their hand once and tries to get the job for the friend done as fast as possible like they were trying to break up asphalt on the Interstate with a jackhammer on cocaine. DeepSeek just showed that you can get the Chinese Bullshit to lick the balls a bit, get some actual stroking in, and use actual lubricant. Still not the full service, but vastly better that the hawk tauh that nVidia was telling folks the bottom tier would get them, which nobody was really liking the idea of.
That’s what DeeperPeaks here is putting forward. It isn’t a final product, it’s a method, a method for others to build on to take on all those vendors out there telling you that their fancy five star Swedish call girl from nVidia powers their advanced fancy you cannot live without AI model. DeepReeks is telling you that the bottom tier is that nerdy girl from all those 90s movies that if you just let her hair down and take off her glasses, well suddenly you’ve got a hottie. Yeah, she’s still awkward as fuck, but not awkward in that way where she gives you a “Roman salute”, so you might get your lemonade stand LLM model to actually make you some cash.
That’s the thing here, not the lack of squishy Chinese people from the late 1980s. If you want you too can build one using MeekPeeks that tells you everything about tanks and the human body’s inability to carry one.
Oh look, the folks who said they weren’t going to create a theocracy are doing just that. I’m totally surprised.
But it isn’t those idiots dying, so for them, nothing important was lost.
Everyone going to need to make room for these thoughts and prayers.
We all going to be deported to Linus’ house for not using Microsoft spyware. All because some Chinese AI shook Zuck’s AI investors.
Shit we already seeing it real time. Facebook recently banned anything related to Linux.
Shit. Where you getting the money for so many cigarettes? Best I can do is drag a two pack of Swisher Sweets out over the week.
Just remember to keep dosing to something around 20ppm.
Just enough to have rapid onset of COPD, lung damage, and development of some of the worst untreatable cancer. Not enough to have internal bleeding that kills them within three days of exposure.
From “I’m sure he’s learned his lesson” to this. Republican Senators really give off that “I actually don’t give a shit, I’m here for the paycheck” vibe.
Must be all those sending my heart gestures and roman salutes I do on a daily basis because I’m autistic and awkward.
Exactly. What the banks are doing are selling “loans”. Musk has to pay those loans back quote/unquote someday. If the loan is good, you hold on to it as a bank because the interest makes you money. If the loan is bad, you sell it so that you can get some of your money back and make the collection of the loan someone else’s problem.
Banks will do this for a number of reasons:
Now for everyone else, what the parent to this comment is indicating is the second option in that list. Having to create some cold hard cash suddenly. Usually, there’s a cyclical nature to needing greenbacks by the fistful, but like everything that’s not always true. Something can “happen” and you have a sudden need to have cash in hand pronto. Good way to get that cash is to start selling low hanging fruit if you have it.
Something like the Twitter loan is a good pitch for low hanging fruit. Musk is terrible at paying the loan back, Twitter is likely to default one day, but Musk suddenly has direct access to some pretty corrupt as fuck ways to actually pay that loan back. From what I’ve read in the article, the sell price is something like 90 to 95 cents on the dollar. So not a huge discount, this ain’t a fire sale.
But banks might want to offload Musk from their sheets just in case that money is something someone might later investigate. Like that 95 cents on the dollar price is “We think Musk is good for it, but we likely don’t actually want his money.” So you can make that federal investigation in 2033 someone else’s problem, by selling the loan today. The big bank makes about 95% of the original amount back and when Musk goes to pay his loan in Russian Blood Rubles, it’ll be to a bank that get investigated that isn’t <<insert some large bank that would “NEVER” think to take conflicted money>>.
That’s one theory. But there could be something on the horizon. Something that isn’t right around the corner, but coming up in the distance that the banks want to have cash on hand for. Usually you see a much larger discount, like 60 cents on the dollar, for “holy shit, this stuff is toxic but we need to offload it discreetly before everyone else wises up.”
I don’t think point one and three apply to Musk’s particular set of loans. But who knows?! Only the bankers do.
I thought the Onion did satire as opposed to actual journalism.
Freedom fries not far behind from making a come back. Because you know, that’s how you solve issues.
Digital circuits. Went to college for Electromechanical engineering. Got really into digital circuits.
Got out of college and pretty much fell into computer programming. Fast forward several decades and I finally land a job with same hours and good pay with life in a semi stable state.
Decide to hobby my enjoyment for digital circuits. Fucking chip shortage happens and getting MCUs and GALs (among others) become harder to get.
It’s slowly gotten better, but it had me asking if the universe didn’t want me doing digital circuits.
Good job getting a shot of it before Musk orders more free speech and that result is free speeched into oblivion.
One, the filing can be found here. Because this story basically links over to the WSJ’s copy of the PDF file. A PDF file that’s on their CDN which is paywalled.
Two, yeah I was absolutely expecting this to happen and it’s likely we are going to see a ton of this. The law requires a bit of transparency. I fully expect Trump to counter with “national security” and tell the courts to fuck off because Congress is spineless as fuck. And Trump calling everything an emergency or nation security to prevent any kind of judicial oversight was like his whole MO last go round.
Three, we’ve got to reform emergency powers in the United States. It’s got to be a one and done for 90-days. Post that, Congress has to step in. As the law is now, every 90-days the President can renew the emergency and basically the other two branches can suck his dick which is quite possibly the dumbest function we’ve got in our laws.
All that said, I fully expect Trump to tell all the courts to go to hell and the case to be dismissed for lack of everything because it’s “top secret” shit they’re doing in DOGE. Filing in the Courts ain’t going to do shit to stop the guy. Only Congress can check the guy at this point and they are all too busy sucking his dick. So for at least the next two years, Trump will get away with literally everything.
Democratic Political Establishment: “I will slit your throat with a rusted spork if you even think to take my defeat I so rightly stole from victory’s jaws!”
Like had fours years to prep literally anyone to take Biden’s place, decided “Nah fuck it! We run dementia man!” And then last moment was like “WHAT?! Dementia man not popular? Fuck it, we’ll just select whoever ourselves fuck all those primaries.” $10 says they learn absolute jack shit from this.
the magards will finally realize they’ve been took
No they won’t. They will line up for the next one. The only reason they will ever stop is because they have nothing left. And then when they have nothing they will blame immigrants, woke, Soros, or whoever for their lot in life.
There are people who exist in this world who can not comprehend that the actions they take lead in part to the consequences that follow. The only thing that can be done is to watch from the side them losing everything and then getting out of the way as best one can in their fit of rage.
Sort of like a person with a gambling addiction putting the last $10k of their life savings into a slot machine. We know what’s going to happen, there is nothing that can stop it from happening.
Indeed. A modern Nissan Leaf with a 62 kWh battery can charge in a little over 11 minutes if you have a 2kV 160 amp line to toss into it. Because you know, it’s completely safe and cool to deal with those kinds of values for the average consumer.
It doesn’t sound like it is. It sounds more like it’s hallucinating which DeepSeeks has a really light end fine-tuning. But who knows? While their stuff is Open Source, no one has yet to test it and see if they can reproduce the results DeepSeek got. For all we know this is just a Chinese con or the real deal. But not knowing how you landed into this point of the conversation it comes off as a context aware hallucination.
It knows about openai and it being a LLM but it’s mixed up self identity in specific with identity in general. That is it is start to confuse LLMs and ChatGPT as meaning the same thing and then trying to wire back this bad assumption to make sense again.
Again, who really knows at this point? It’s too new and it being in China, there’s likely no way to verify these people’s claims until someone can take what they’ve published and made a similar LLM.