US Tech in Trouble over Deepseek?

[@JFTmy]

Awesome , competition drives innovation. 1 sided dominance is not good. Now theres check and balance

[@raoulhery]

Competition is good. Nasdaq is scamming us while it only takes 6 millions to create DeepSeek. Nasdaq Bubble will pop

[@SamanthasUniverse]

Did what American government wouldn't do.

[@longmai9343]

Deepseek is open-source, meaning that US big techs an replicate it. Smaller models meaning more company (large, small) can now implement their AI models --> good news for AI market.

[@deepfackingvalue]

@@longmai9343 bad news. Monopoly brings high profit. High profit brings high valuation.

[@mevech]

One way or another, deepseek being open source allow any small companies anywhere to be able to build agents hosted model. It opens up the market to smaller players so everyone has a chance.

[@jo5128]

U must be drunk

[@unikc1423]

一看就知道是中国ai水军评论

[@davidstone2842]

have a chance to be surveillanced

[@大炮轰]

@@davidstone2842 The open source code has been given to you, you can research and deploy your own. You can study the code yourself instead of Shouting with your mouth open

[@theknightjester]

This is actually hilarious. US tech basically shot itself in the foot by forcing China to optimize older chips 😂

[@eng80425]

Maybe they will ban all chips now 😂

[@anonymousmember12345]

Dude. Did you even watch the video? It’s most likely, deepseek have been using the more advanced chips too. They just can’t admit it.

[@Action_Clips_CODM]

How’d they force china?

[@etvow]

Yeah they copied open AI just like they copy everything the world invented

[@starman275]

@@anonymousmember12345 I would said its a mix of both, they may used old chip with bigger nm and also more advance one, its like how they make their solution of chip light machine, instead of making small machines to make chips, they just make big ones that does the same, its just not mean to be exported, but still in the end the same result, necesity breeds innovation

[@msdinba]

I tell myself not to stress when the market seems to crash, and rather see it as a temporary pullback or buying opportunity. Yet my heart rate has picked up again. Thanks Adam Khoo for helping my brain to reset.

[@TheSateef]

this isn't a pullback for AI stocks, its a death sentence

[@petertang619]

time to big buy NVDA

[@lauryjerry1566]

😂😂

[@hkfoo3333]

This event is not the normal event ... to say it cannot be true when you do not know is simply reckless not to play safe. This event can actually wipe out the entire value of the stock . Most important is DeepSeek tech is done by the entrepreneur not those in others who are just employees without the right model nor do they have that brains for the right model. In DeepSeek case it is the creator or inventor that brings out the model. So true or not ... wanna bet your entire fortune on this ? risky . I would let go the stock ...

[@13buthead]

@@TheSateef It's all AI stocks, just China's are gaining power right now.

[@botshelomoatshe3153]

China is trolling now, from bursting the EV market to tikotok to AI 😂😂😂

[@onetwothreefour-s1n]

😂😆

[@SamanthasUniverse]

🤭🤭🤭

[@paulpaul7777]

😂😂😅

[@Ken-vy7zu]

Next will be the Space Race. they have now spaceX similar experiments. Lets see

[@acsxzq]

also Gen 6 fighters and Robots.

[@martijnderuiter2424]

Thank you for the timely update!

[@robertthong2388]

Don't underestimate human ingenuity. Its not always hardware.

[@Mr.Nectar]

Looks like Chinese new year festival gift for everyone

[@oceanwave4502]

China gift for the West at Christmas: 2 6th gen fighter jets. China gift for the West at China Lunar New Year: DeepSeek.

[@wootwoot9940]

LUNAR NEW YEAR

[@andrean2247]

​@@oceanwave4502 dont forget xiaohongshu at new year

[@jhdgtyhaja]

Look at these communist lovers. 😂

[@charleschin6497]

You can call it copycat or whatever, but if it is free and good , I have no issue with it

[@weiskl887]

Huh? Their source code is Open Source and Open AI are Not even accusing them of stealing theirs. No US AI companies are suing or accusing them of copying. Instead they are Shell shocked and frantically COPYING Deep Seek's codes right now.

[@landisk3530]

Thank you for getting this video out ! Really appreciate the timely release

[@X_XMysterious]

The stocks are dropping like they just missed their earnings. Although I’m a long term investor it still hurt to see all my stocks fall over 10%

[@w1ngy_music]

Whether they have H100's or not is irrelevant. They produced a better performing model

[@danielchan3387]

I thought it's cheaper but not better performing than the expensive ones?

[@MGZetta]

Bruh, NVIDIA stock are down 11% and the Chinese wiped off around 2 trillion worth of market cap in the US stocks. 💀 And currently it's still premarket trading and expected to fall even more. 💀💀

[@natando_001]

Which sounds like great opportunity

[@fridericusrex9812]

down 17% now lol

[@indiancowpeedrinker9241]

17 now

[@vogue43]

It's even worse. NVidia is down ~20% since the R1 reveal. (147->117)

[@erickbueza]

Indeed

[@peterduarte4020]

Really appreciate the comprehensive perspective. Thanks Adam

[@raulvanloo7779]

Best overall analysis I’ve seen so far

[@MrJasionis]

I played a lot with deepseek and it's definitely not worse than chatgpt

[@FarBeyondDriven2]

I tried it, seemed slow

[@theintayza1127]

Yes.Deepseek is very nice.

[@Mae-maez]

I am using DeepSeek from now on, better and free, why pay for chatgpt

[@Mae-maez]

@@FarBeyondDriven2too many people jump on it now given the hype and it’s free

[@arvinthansellamutthu4715]

It's not different... it's exactly a copied chatgpt version

[@LikeItDeep]

SillyCon Valley just got nuked

[@Letmedescribe]

EYE C WUT U DIDDY DER

[@lianghao7128]

If Deep Seek owns 50,000 H100, there is no way they charge a service fee 50 times lower than that of Open AI, and open source their code for everyone to download. This is very easy to solve the mystery, they aren't no charity.

[@JanK-ht6dl]

It could be supported by Chinese government to destroy the advantages of OpenAI

[@13buthead]

@@JanK-ht6dl yea. China is known to spend lots of time and resources just to fuck with the US.

[@MuantanamoMobile]

Seems unlikely as their sell is controlled.

[@Mac018Lee]

They always got CCP backing financially

[@sampatkalyan3103]

@JanK-ht6dl American companies are always protected by USA so what is the big deal

[@LtrDaniel12]

Just tested out deep seek and it is very good. AI in the states needs to be free 100%

[@FarBeyondDriven2]

Really? It's just text and I found it slow as hell!

[@wackadoodle4446]

It was slow and not accurate compared to ChatGPT for code I asked to,write

[@johnlim1920]

​@@FarBeyondDriven2. Now due to a sudden surge in users who flicked there. I read they are fixing it now...

[@joramneumark8557]

I find DeepSeek more objective than ChatGPT and also free. However, ChatGPT, especially the paid version, is better and much faster when it comes to text preparation.

[@dltn42]

Yes, but only in English. DeepSeek showed the benchmarks and in English it still behind. But math and coding ... It is superior

[@kohedwin]

That Ee CB reference is hilarious!

[@robertthong2388]

Unsupported claim that Deepseek has that 50000 chips.

[@jace1113]

Yeah, it's a claim made by an American. I doubt that he had that sort of Intel knowledge.

[@LitTalkNetwork]

First time watching dude. Wow what a great teacher!

[@smchoudhary123]

Machine learning experts knows that it is far efficient to retrain existing model on new data. Deepsake has achived incredible ft, but they can go only far as the original model. To train model from scratch they need data and billions of dollers worth of GPU. It does not devaluates NVDIA, google or meta.

[@tengjieng4349]

LOL China is saying that they can run this app on a floppy while the US uses a SSD? And the market tanks? Time to buy.

[@tonytang2369]

The emergence of DeepSeek as a pioneering force in artificial intelligence marks a transformative chapter in technological history. By openly sharing insights into AI self-enhancing training methodologies, DeepSeek's founders and development team have demonstrated exceptional generosity and a commitment to global progress. Such transparency not only accelerates scientific collaboration but also embodies the spirit of collective advancement-an ethos aligned with the Chinese ideal of “天下為公” (“the world belongs to all”). This philosophy, rooted in Confucian thought and revitalized through modern governance, underscores China's dedication to fostering technologies that serve humanity's common interests. (My thoungt, enhance by R1)

[@Jenny_Jenkins]

- DeepSeek

[@steveduc-hiennguyen3586]

Sounds so fking chinese, all's about china

[@cheesecoole]

Well said! 👏🏾

[@sblive7239]

Deepseek bot???????

[@UnlessRoundIsFunny]

No one in the CCP believes in “collective advancement.” China is as insular as they come.

[@rambo321]

thank you for the clutch video... pre-market is over reacting like the sky is falling tomorrow

[@alimaiche6424]

😂

[@sai600]

wumao in the comments didn't watch the video lol

[@tuckcheeho2113]

Thank you for the timely update❤.

[@Blessedchong]

Always a mind calmer Thanks Adam.

[@grott0]

Adam is smart and very emotionally stable. It's obvious he's not an expert and doesn't understand the tech, but that doesn't matter, because he is aware of it and reasons within his circle of competence. Impressive!

[@danielhabte7847]

Thanks Adam your insight is invaluable

[@ptm007]

Timely review

[@placevendome1234]

Excellent and welcome analysis to bring matters level-headedly into perspective.. greatly appreciated The prospect of the expansion in Ai seems compelling and imminent!

[@sciencelabvideosl7558]

Thank you. After listening to several videos, I REALLY understand this situation after listening to you. You explain things so well! Happy Birthday btw!

[@rodrigopinot3599]

always excellent analysis Adam, thank you!

[@dheerajshahdadpuri8340]

Thanks for this timely video.

[@Astroboy108]

Thanks Adam

[@shanthanalur4714]

Well explained, thank you

[@johnytanner]

Thank you Adam for your valuable explaination .. anyway it's great to encounter stock price shockwave like now .. make us alert and able to accumulate more undervalue stocks.

[@Prepare4MoonWarz]

Adam man you are simple the best brother, seriously thank you for this video and all the work you do.

[@Joetran-y3t]

Adam, Thank you for your update.

[@Eggfriedriceagain]

Open Ai was also free initially. Time will tell.

[@JoeDoe1]

Thank you.

[@Q2010th]

The founder of DeepSeek attended a meeting with China premier Li Qiang on 20/Jan.😎

[@sakakaka4064]

Source?

[@kingmanyim426]

@@sakakaka4064 News from China, post everywhere.

[@SuryaSurya-re3vn]

And who from those greedy oligarchs standing next to trum in his inauguration????😂😂

[@jesseye33]

Cool seems like it’s better news than Elon musk joining trump

[@DonPedroII-uc9pd]

Some parties are in DeepDenial ... still, a fantastic way to show how fragile the tech market really is, and how good it is at evaporating billions of dollars in market cap ... who lost and gained money in the end? Will it really freak out the algorithms and force the funds to sell down? Or they already did...

[@spartanares4345]

Wall St thinks that the race is over in the tech competition, but getting a leg up on the competition doesn't mean it's permanent.

[@louisang5161]

yes sound exactly what u have mentioned and dealt with yeeeeee!

[@raym6747]

Thx Adam..

[@ylcheong]

I don’t believe Alexander wang cos he’s protecting his own bag. Who would want to fund him if deepseek really uses low end chips?

[@ylcheong]

Also isn’t it proven that ppl are running the model on their own laptop gpu locally?

[@steveduc-hiennguyen3586]

Did you try running the training yourself using your local gpu computer? This is hilarious

[@JanK-ht6dl]

@@ylcheongthere’s a difference between training and running the AI

[@cg5648]

But you believe what comes out of China, the Chinese government 😂 What a chump.

[@stoneypinky6570]

Thanks for the video

[@prashant9108]

What a timely video.

[@acevahir]

It is not the model what matters in AI. It is the data you own and the service you provide.

[@skydragon23101979]

You are totally mistaken the model in A.I.is everything. Because you can sell the model. Data and service can be provided by other companies.

[@acevahir]

@@skydragon23101979 deepseek model is open sourced.

[@JackDaws0n]

thank you Unc for the update.

[@Francesco33333]

Super Adam!

[@jamalkaddouri6453]

Thanks Adam best out there

[@gloriaroberts2758]

Thanks!

[@JamesY246]

It is a question about big tech’s ability to develop LLM efficiently. Likewise, higher end GPU using H100 chip can also be developed an even better AI functions efficiently.

[@wanalan9958]

Ultimately it is good for the world. More better and reasonably priced AI will be in the market.

[@alexng3043]

Launch just in time when DT announced 500b for expansion of AI

[@roupw303]

Looks like Adam doesn’t know much about this model, but he’s right about one thing-it’ll be cost-effective for some companies. However, as more Chinese firms adopt open-source, they’ll gain even more market dominance in the future. After all, who doesn’t love free resources?

[@natestrades]

they didnt do it for 5.6 million dollars tho. Their white paper clearly says that the number doesn't account for all the costs associated with developing it.

[@nononnomonohjghdgdshrsrhsjgd]

Can you make videos on how to determine the technical support levels of a stock?

[@yjc149]

if they open source how they do it.. other party can verify it if it can be done with much lower spec chips. so it is 99.99% true. look at the pre market price

[@alvarny77]

Deepseek model is open source. People, including Meta and Google have been testing it.

[@ezrider9272]

Lov u adam

[@BigJay1918]

This is actually funny commentary 😂😂

[@Yzdrd]

Actually it dosent matter how they develop. Its all abt $ & cents in the end for end user

[@kennethgimpayan3418]

Mark my words. This is all temporary. After all the scandals and learning more about Chinese culture, I'm always going to be skeptical about their claims. By the way I am more invested in Chinese than US stocks and look at where it got me? Hahah. Nadal down 70 percent. At least in the next 10 years, US will remain on top. I learned this the hard way thinking other countries could take over.😅

[@arvinthansellamutthu4715]

Correct

[@武安君-e7z]

大殖子…哈哈哈

[@davidpearce4838]

Excellent video Adam. Thank you🙂.

[@NickMarquet]

VST may be the buying opportunity today.

[@acevahir]

As for NVIDIA, now companies will have their own services, instead of using OpenAI api, hence the demand should not decrease.

[@marketingwebpro]

Great Video !! Thanks

[@jaymytp0072]

sounds like a 5th aug 2024 revisit?

[@zippy79]

Power. Waiting for your video! Thank You!

[@FabienGeorjon]

thanks you Adam, awesome video. I forgive you for calling Gemini Bard at the beginning of the video.

[@259Yee88]

Good insight. 👍

[@richardng1821]

I m sorry Adam. This is not about savings. Investors think these companies are run by a bunch of idiots. Employees also lost confidence in the company’s top management. Consumers will leave too. Brand names are spoilt. The trend is like EV from Tesla to BYD.

[@miang62]

Some Indian-origin tech CEOs gonna be shown the exit?

[@altdoom5205]

This makes me so happy.

[@kennethpreston9813]

Great analysis! I really enjoyed your take on the deepseek situation. Is AMD, the falling knife stock, finally a buy???

[@albertgammon118]

Thank you

[@Mac018Lee]

Very common from China. Last time happened to Cisco too. They did not change the comment on the code and clearly showing the clone router commands are copied from Cisco . Still remembered which China networking company?!

[@gassman55]

What would have to happen for you to sell your Mag 7 especially the LLM heavyweights?

[@gumitmadan1219]

@Adam loving your examples 😂😂😂😂

[@MolEliza-on6zr]

1/3 of my portfolio is only dividend stocks like Coca Cola so i limited my loss greatly 😊😊

[@noni6656]

thx grt analysis

[@claudy_icloud]

Hi Adam, I think that Big Techs will still win in the short term, since small companies are prone to cyberattacks, big tech pays a high price for security as well. As seen last year with Okta, cyberattacks attacks the stock price too.

[@hl.4896]

Im sure bear is no match to adam💪

[@cathychats]

If something is free, you're the product

[@JanK-ht6dl]

The code is open-sourced, you can check by yourself if you’re a product. For me, it seems more like a way to hurt politically active CEOs of the largest companies in the US.

[@skydragon23101979]

That is very true in a capitalist way of thinking and we should always have that very healthy skepticism with free and open source stuff.

[@theintayza1127]

If something is good and useful for my business like cheaper than others. That is a product for the business owner.

[@WallaceTanJK]

China’s cheaper and better AI models is similar to cheaper and better China EV taking over the world..

[@Mytton-he7og]

larger audience and base, but they may lose big pruchase contracts - which is enough for stock to be driven down

[@peterx3130]

ALL-IN today❤

[@imycunt372]

Yes all in, sell your house, wife, Children, your kidneys ….. 😂

[@WallaceTanJK]

This feels like the iPhone moment during Nokia era

[@SilverSilence002]

Feels like "Tony Stark built an Arc Reactor in a cave" moment.

[@Walizen]

🎉😂

[@MrFoakdoordoor]

Most people don't understand the issue. It is like US built a luxury car and construct a good quality high way, which cost Bs. While DeepSeek built a motocycle that could ride on a rough country road, the cost Ms (1/1000 cost). The transport cost for US is 27 x as much as DeepSeek. Do not get confused with the cost of operation and the cost of building the model, although both costs are lower for DeepSeek.

[@ddx9197]

DeepSeek is pricking high-evaluation bubble of AI stocks by powerful but low-cost and Open source AI

[@chrish2396]

i hope DeepSeek is making impact.. so that OpenAi dominance will be broken..

[@krzysztofk9925]

Thanks

[@CarlosFlores-ke1lk]

Yeah, they did for $6 million. No, it is not a GPT knock-off. If you believe that I have a "bridge to sell you". When has China ever told the truth?

[@SV-nv7jq]

As if america tells the truth! Wake up.

[@jesseye33]

I think more often than the USA for sure. Anerica literally invented marketing and branding over substance

[@arvinthansellamutthu4715]

Yes.. Chinese fake products. All crap

[@fweldan]

does someone know how he determine the price of buy level?

[@brianli3533]

Could it be a possibility to use multiple open source models and make improvements to produce a new model?

[@WalterKluwers]

The identity crisis of deepseek had already been resolved, Adam. How fast things moved in the online space!