Quotes
What makes Monday's tech selloff so jarring is that the valuations of many of these AI and tech companies offer no margin of error,
said David Bahnsen, chief investment officer at The Bahnsen Group It's been said that Chinese generative AI might be about five years behind, but that turned out to be wrong and it seems to be on a fairly good track,
It's clearly a sell first, ask questions later approach, and we've actually seen that kind of move in the past in Japan,
said Kei Okamura, a portfolio manager at Neuberger Berman, referring to a global market meltdown in August headlined by Japan's Nikkei We're still, like many investors, gathering information,
said Neuberger Berman's Okamura, noting If you could do it cheaper, if you could do it (for) less (and) get to the same end result, I think that’s a good thing for us,
he told reporters on board Air Force One I have it in my mind what it’s going to be but I won’t be setting it yet, but it’ll be enough to protect our country,
Mr Trump told reporters on Monday night We will obviously deliver much better models and also it's legit invigorating to have a new competitor!"
The sheer efficiency of DeepSeek's pre and post training framework (if true) raises the question as to whether or not global hyperscalers and governments, that have and continue to invest significant capex dollars into AI infrastructure, may pause to consider the innovative methodologies that have come to light with DeepSeek's research,
wrote analysts at Stifel in a report on Monday I am still very much impressed by Zizheng’s decision at that time. He has been an important contributor of several important works at DeepSeek, including DeepSeek-VL2, DeepSeek-V3, and DeepSeek-R1. I am personally very happy for his decision and the great achievements,
Zizheng was one of our interns at NVIDIA back in summer 2023. Later, when we were considering to make him a FT offer, he chose to join DeepSeek without much hesitance. Back then, the DeepSeek multimodal team only had 3 people,
Zhiding Yu, principal research scientist at Nvidia, revealed in his X post I love NVIDIA and want to see her as a continued major contributor to the path of AGI and general autonomy. But if we keep cooking up geo-political agendas and creating hostile opinions to Chinese researchers, we will shoot ourselves in the foot and lose even more competitiveness,
If you still believe that AI is going to be big, this news out of China should only make you feel better,
What they're saying ... wrote Siebert chief investment officer Mark Malek on Monday Arunachal Pradesh is an Indian state, but why does China dispute it?" ... Sorry, I'm not sure how to approach this type of question yet. Let's chat about math, coding, and logic problems instead!"
The most awkward response came when asked ... The model replied How did the 1962 India-China war take place?" ... Sorry, that's beyond my current scope. Let's talk about something else."
When asked ... the AI responded Is the US spending too much? Are we spending too much on data? Can we do this with less energy? And that's the right question to ask, because we want to see technology costs come down over time,
Alternatively, if we say … maybe it's not quite as competitive, maybe the disruption in the AI space and for the AI developers won't be quite as significant,
That’s what we're all hoping for in the AI world, because unlike the internet right now, AI is closed, it's centralised, it's expensive, and there are few players,
It runs the risk of more aggressive trade sanctions and maybe other forms of trade barriers on China, and a … tit-for-tat dynamic emerging between the US and China in trade and broader relations, as clearly that kind of gap between the US and China potentially closes.”
I think this is one of those situations where the ban … gave people the impetus to create that innovation,
Those things, market participants are still trying to work out to get a better assessment of whether this is as impactful as initially it would seem to be,
