Comment on ‘Sputnik moment’: $1tn wiped off US stocks after Chinese firm unveils AI chatbot

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leisesprecher@feddit.org ⁨5⁩ ⁨days⁩ ago

Deepseek showed that actually putting thought into the architecture achieves much more than just throwing more hardware at the problem.

This means a) there will be much less demand for hardware, since much more could be run locally on regular consumer devices. And b) the export restrictions don’t really work and instead force China to create actually better models.

That means, a lot of the investments into the thousands of AI companies are in jeopardy.

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