What I find really fascinating here is that obviously openAI, Meta, etc. seem to be structurally incapable of actually innovating at this point.

I mean, reducing training costs by literally an order of magnitude just by writing better software is astonishing and shows how complacent the large corporations have gotten.

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.

Yeah that’s bad, but considering we get bad AI pictures of Chris Christie eating McDonald’s, I think it could be worth it.