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Topic: Has DeepSeek burst the US tech bubble? (Read 346 times)

legendary
Activity: 3234
Merit: 5637
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I didn't want to go too off topic with this, but since you say so:

To be honest, you've taken a turn in this direction - it clearly bothers you that I don't sympathize with the man who became president again, despite the fact that he should be behind bars.

1. The worst of the pandemic happened when Trump was in power.

The worst happened in the years after if we talk about the economy, but I agree that some bad things happened during the time of the mighty Donald - how many people died because they listened to his advice that drinking disinfectants can kill the virus in themselves?

2. Russia's aggression against Ukraine did not happen with Trump in power, when the problem came from many years before.

Technically, it started in 2014 and continued in 2022, so three US presidents did nothing to prevent it - and neither will this one now, who promised to end the war in 24 hours, and it is rumored that he will blackmail Ukraine into agreeing to peace on the condition that Russia keeps all occupied territories.

3. If Joe's health was so bad, which was denied until the last moment, I don't know what he was doing in charge of the nuclear button.

He was bad from day one, you don't need to be a doctor to see that the man is demented, but the same question can be asked today - why is a man with 37 confirmed indictments sitting in the White House? They (Americans) call such leaders in other countries dictators, and they have chosen exactly one of them to lead them for the next 4 years. When you look at the kind of people he surrounded himself with, then nothing normal can be expected for the next 4 years - because how will a journalist lead the Ministry of Defense or a man whose brain was eaten by worms the Ministry of Health?

I'm not going to play prophet here, but with the current balance of political power between the US and China, I don't see how the US can win an economic war.
legendary
Activity: 1372
Merit: 2017
Do you really want to compare the period 2016-2020 with the period 2020-2024? Apart from the pandemic that turned the whole world upside down, and Russia's aggression against Ukraine, I don't know who can say that Joe could have done better regardless of his health.

I didn't want to go too off topic with this, but since you say so:

1. The worst of the pandemic happened when Trump was in power.
2. Russia's aggression against Ukraine did not happen with Trump in power, when the problem came from many years before.
3. If Joe's health was so bad, which was denied until the last moment, I don't know what he was doing in charge of the nuclear button.

The obsession that the US generally has with China is clearly a sign that they can't imagine anyone being better than them at anything.

China is simply too strong to be defeated economically, but if Donald thinks he can bring all US manufacturing back from China to the US, I hope he knows how to calculate how much an Apple product would cost if it were made in the US instead of in China.

You could have said the same thing 30 years ago by interchanging the terms “USA” and “China”.
legendary
Activity: 2576
Merit: 1860
It troubles me a bit that China is fast catching up. It might even be ahead in some other areas. I think the noise coming from China is bringing some truths that shouldn't be easily brushed off.
~snip~


Far from just catching up with western technology, they have gone far ahead in a lot of things - because since 2008, when the great global crisis began, the Chinese have been going around the world and buying everything that could be bought, including various technologies that they then perfected and today they can shake the technological giants from the west with just one move.

The first trade war imposed on them by Donald strengthened them even more because they had to be more resourceful and innovative in order to remain competitive on world markets. If the US goes in that direction again, I think it will do much more damage to its economy than China's.

If the US continues with this approach without directly competing, they'd lose in the long run. This is a war of technological innovation. This isn't trade war. The US is responding with the wrong solution.

They're like that spoiled kid in the block who's envious of a new kid that has a lot of new toys. Lost in the competition and feeling worried, he tells the other kids not to make friends with the new kid, not to let him join their games, not to give him any attention, and so on. Soon, his friends left him and played with the newcomer with his great toys.

This is pretty much what the US is doing with its tax threats against Chinese cars, threats against T-Mobile, AT&T, and others that they'd lose contracts with the government if they sell Huawei phones, and so on. It doesn't actually address the problem.
legendary
Activity: 3220
Merit: 1363
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It troubles me a bit that China is fast catching up. It might even be ahead in some other areas. I think the noise coming from China is bringing some truths that shouldn't be easily brushed off.

China is making great strides. The response should be competition, not cancellation. It seems the western supremacy's tendency to just discount right away China's capabilities and brilliance won't do them any good. There's no more stopping the red dragon now. The US can't just use their geopolitical muscles against factual technological advancements in the communist regime.

It's about time arrogance should be set aside and begin to work and compete. If the response is simply ban Huawei, ban Zoom, ban Tiktok, and so on, block this and that Chinese company, heavily tax this and that Chinese product, criticize this and that Chinese innovation, and so forth without providing a better alternative, I'm afraid China will eventually win.

China will win unless the US begins to innovate at a fast pace. It's not about stopping China anymore. It's about competing against it with the hopes of reaching the top. If all else fails, China will eventually surpass the US as the world's leading superpower. Perhaps, this means the CNY will replace the USD as the world's reserve currency? Only time will tell.

I guess it's time to admit Deepseek defeated OpenAI and other US-based AI companies for good. China will use its AI supremacy to become stronger than ever and even help its allies (eg: Russia) in times of need. I'm afraid a "New World Order" is upon us. The question is: Are we ready for it? Cheesy
legendary
Activity: 3234
Merit: 5637
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The first trade war imposed on them by Donald strengthened them even more because they had to be more resourceful and innovative in order to remain competitive on world markets. If the US goes in that direction again, I think it will do much more damage to its economy than China's.

China's GDP, after double-digit growth in the 2000s, has been in a steady decline regardless of who governs the US. I think you are projecting your dislike for Trump rather than making an objective analysis of reality since it is clear that Trump's first term was much better than Biden's in economic terms.

Do you really want to compare the period 2016-2020 with the period 2020-2024? Apart from the pandemic that turned the whole world upside down, and Russia's aggression against Ukraine, I don't know who can say that Joe could have done better regardless of his health. The obsession that the US generally has with China is clearly a sign that they can't imagine anyone being better than them at anything.

China is simply too strong to be defeated economically, but if Donald thinks he can bring all US manufacturing back from China to the US, I hope he knows how to calculate how much an Apple product would cost if it were made in the US instead of in China.
hero member
Activity: 3010
Merit: 666
January 30, 2025, 05:53:25 PM
#49
I’m still exploring how to effectively use DeepSeek. So far, I haven’t even found a way to upgrade to a paid version, all I’ve tried is the free one, and to be honest, the response time is pretty slow. As for ChatGPT Premium, I’m not sure if the price is the same in every country, but I’ve tried the $20 monthly plan, and for my needs, it’s already pretty good.
as far as i know, there is no paid version of deepseek. they are offering thier best model deepthink r1 for free. you only pay if you want to use their API: https://api-docs.deepseek.com/quick_start/pricing

I guess I still need to explore it more to see if it would really help me with my work. The free version I tried always says "network busy", probably because a lot of people are using it due to its popularity.

I was thinking that maybe the paid version offers a better experience, less lag, faster responses, and more reliability.

Might be worth trying if possible.
sr. member
Activity: 1204
Merit: 486
January 30, 2025, 02:59:15 PM
#48
honestly it's just a panic sell nothing more, let us speak logically despite the fact that deepseek require lesser money to develop but ultimately they still use NVIDIA's CUDA library for development purpose since they use NVIDIA H100 it seems, the semiconductor industry honestly shouldn't even be affected but just because people like striking news and majority have no idea what they are investing in especially when it comes to bleeding edge tech company, they just selling it out of fear.

on the other hand, there's literally no threat going against NVIDIA as a company, even china's semiconductor is still falling behind, honestly in my opinion, this news shouldn't even affect the market this bad.
Some people have tried it while my registration process is experiencing problems because the demand is currently high. Based on reviews, many people are quite enthusiastic, just like when ChatGPT first appeared. But apart from all that, what I care most about is the competition between China and the US which continues to lead us to the era of who is the most sophisticated. This is clearly a challenge for the US that the Chip they use has been modified by China better.

As the global market responds to DeepSeek, it can be clearly seen that panic occurs so quickly, this price drop is a short-term panic but still the next response when China shows more advantages, the technology market bubble will automatically continue to lean towards China.
hero member
Activity: 510
Merit: 574
Too Little, Too Late.
January 30, 2025, 02:15:26 PM
#47
I’m still exploring how to effectively use DeepSeek. So far, I haven’t even found a way to upgrade to a paid version, all I’ve tried is the free one, and to be honest, the response time is pretty slow. As for ChatGPT Premium, I’m not sure if the price is the same in every country, but I’ve tried the $20 monthly plan, and for my needs, it’s already pretty good.
as far as i know, there is no paid version of deepseek. they are offering thier best model deepthink r1 for free. you only pay if you want to use their API: https://api-docs.deepseek.com/quick_start/pricing

The first trade war imposed on them by Donald strengthened them even more because they had to be more resourceful and innovative in order to remain competitive on world markets. If the US goes in that direction again, I think it will do much more damage to its economy than China's.
i agreed. pushing china away had the opposite effect of what the US intended, that only made china stronger, not weaker.

China's GDP, after double-digit growth in the 2000s, has been in a steady decline regardless of who governs the US. I think you are projecting your dislike for Trump rather than making an objective analysis of reality since it is clear that Trump's first term was much better than Biden's in economic terms.
for GDP, i think it's only natural for growth to slow down to more "normal" numbers, i mean double-digit growth isn't sustainable forever. you can only grow that fast for so long.
legendary
Activity: 1372
Merit: 2017
January 30, 2025, 11:27:38 AM
#46
The first trade war imposed on them by Donald strengthened them even more because they had to be more resourceful and innovative in order to remain competitive on world markets. If the US goes in that direction again, I think it will do much more damage to its economy than China's.

China's GDP, after double-digit growth in the 2000s, has been in a steady decline regardless of who governs the US. I think you are projecting your dislike for Trump rather than making an objective analysis of reality since it is clear that Trump's first term was much better than Biden's in economic terms.
legendary
Activity: 3234
Merit: 5637
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January 30, 2025, 10:52:16 AM
#45
It troubles me a bit that China is fast catching up. It might even be ahead in some other areas. I think the noise coming from China is bringing some truths that shouldn't be easily brushed off.
~snip~


Far from just catching up with western technology, they have gone far ahead in a lot of things - because since 2008, when the great global crisis began, the Chinese have been going around the world and buying everything that could be bought, including various technologies that they then perfected and today they can shake the technological giants from the west with just one move.

The first trade war imposed on them by Donald strengthened them even more because they had to be more resourceful and innovative in order to remain competitive on world markets. If the US goes in that direction again, I think it will do much more damage to its economy than China's.
hero member
Activity: 3010
Merit: 666
January 30, 2025, 07:09:58 AM
#44
I think the main reason why Deepseek is better is because it has open source and you can program to exchange with AI, and the main thing is the price compared to CHAGPT, ChatGPT has an approximate price of almost 58eur, and Deepseek of almost 3Eur, and that DeepSeeek has a Deepthink function which is a functionality that makes problem solving faster and almost like a human can do it.
I’m still exploring how to effectively use DeepSeek. So far, I haven’t even found a way to upgrade to a paid version, all I’ve tried is the free one, and to be honest, the response time is pretty slow. As for ChatGPT Premium, I’m not sure if the price is the same in every country, but I’ve tried the $20 monthly plan, and for my needs, it’s already pretty good.
legendary
Activity: 3346
Merit: 1034
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January 30, 2025, 12:26:53 AM
#43
As a result, Nvidia is currently down 17% in today's session, and the Nasdaq is down 3.32%. As you may have noticed it has affected the markets in general and also bitcoin and cryptocurrencies which are also trading down today.

Here is an article on the subject: Why Is DeepSeek Sinking Nvidia Stock?

What do you think about it?

honestly it's just a panic sell nothing more, let us speak logically despite the fact that deepseek require lesser money to develop but ultimately they still use NVIDIA's CUDA library for development purpose since they use NVIDIA H100 it seems, the semiconductor industry honestly shouldn't even be affected but just because people like striking news and majority have no idea what they are investing in especially when it comes to bleeding edge tech company, they just selling it out of fear.

on the other hand, there's literally no threat going against NVIDIA as a company, even china's semiconductor is still falling behind, honestly in my opinion, this news shouldn't even affect the market this bad.
sr. member
Activity: 1624
Merit: 341
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January 30, 2025, 12:03:06 AM
#42
It's about time arrogance should be set aside and begin to work and compete. If the response is simply ban Huawei, ban Zoom, ban Tiktok, and so on, block this and that Chinese company, heavily tax this and that Chinese product, criticize this and that Chinese innovation, and so forth without providing a better alternative, I'm afraid China will eventually win.

Usually if someone is pressured in all directions then they automatically look for a way to escape from the shackles and if they escape they may be unstoppable. If we pay attention this is a common thing and it is read that old players always want to dominate the game. For the price of BTC itself I think it does not have a significant influence in this case and the price will continue to rise.
legendary
Activity: 2576
Merit: 1860
January 29, 2025, 09:19:29 PM
#41
It troubles me a bit that China is fast catching up. It might even be ahead in some other areas. I think the noise coming from China is bringing some truths that shouldn't be easily brushed off.

China is making great strides. The response should be competition, not cancellation. It seems the western supremacy's tendency to just discount right away China's capabilities and brilliance won't do them any good. There's no more stopping the red dragon now. The US can't just use their geopolitical muscles against factual technological advancements in the communist regime.

It's about time arrogance should be set aside and begin to work and compete. If the response is simply ban Huawei, ban Zoom, ban Tiktok, and so on, block this and that Chinese company, heavily tax this and that Chinese product, criticize this and that Chinese innovation, and so forth without providing a better alternative, I'm afraid China will eventually win.
legendary
Activity: 3220
Merit: 1363
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January 29, 2025, 07:53:52 PM
#40
It was inevitable that something like this would happen, because for the past few years there have been rumors circulating that China is much further along in AI development than anyone else in the world, and now it's obvious that this is true. I don't see how the US, and especially the EU, can compete with China on this issue at this moment, not only in that field but in all other technological fields.

In recent months, I have noticed the increasing appearance of advertisements for Chinese vehicles on my national televisions, along with of course the ever-present Chinese smartphones that are taking an ever-increasing share of the world market. Whatever one thinks about the Chinese, the fact is that they are like bees on steroids and do not show the slightest sign of slowing down - the question is how to compete with a country that has raised communism to a completely new level in which they are beginning to behave as one big collective consciousness (something like SF Borg).

It should only be a matter of time before China becomes the largest superpower in the world. I mean, the US created this "monster". And now it's too late to do anything about it. At this point, I doubt the US will be able to catch up with China in terms of AI supremacy. But who knows? With US President Donald Trump announcing a federal funding program for AI-based tech companies, anything's possible.

Let's see how long will the "Deepseek hype" last. If it doesn't go away, that means China already won. Will this mean "goodbye" for OpenAI? Only time will tell... Smiley
legendary
Activity: 3780
Merit: 1170
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January 29, 2025, 03:08:02 PM
#39
I always love it whenever people just hype stuff that are not even remotely where they think it is. Everyone keeps talking about deepseek as it's something that can beat openAI right now, but it is not. Yeah there is a big investment difference, there is no doubt about that, but that 500 billion investment to openAI hasn't happened yet, not going to happen all at once neither, so what openAI has right now is all the investments they had so far.

Plus, they are still far greater than DeepSeek in almost every metric as well. Not to even consider about the whole deepseek official version being literally censored by China too, there are proves of it so far. Unless you download and run on your own machine of course. Believe me, this isn't as close as you think, and US tech bubble will do fine, USA will take the AI war lead by a big margin and won't give up anytime soon, and you are not going to get any other nation get close, not for a long time.
sr. member
Activity: 1092
Merit: 342
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January 29, 2025, 01:51:23 PM
#38
I think the main reason why Deepseek is better is because it has open source and you can program to exchange with AI, and the main thing is the price compared to CHAGPT, ChatGPT has an approximate price of almost 58eur, and Deepseek of almost 3Eur, and that DeepSeeek has a Deepthink function which is a functionality that makes problem solving faster and almost like a human can do it.
member
Activity: 910
Merit: 31
Looking for guilt best look first into a mirror
January 29, 2025, 01:45:44 PM
#37
nVidia was overbought, as mindrust said, but it could've remained that way still for a long time if nobody changed the game.

Yup and it makes it clear there is too much money around, its just in the wrong hands.
The class making an economy work is the lower end.
A wealthy person can only consume that much.

In regards to DeepSeek we should all thanks Meta. Meta made its source code open source.
legendary
Activity: 1162
Merit: 2025
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January 29, 2025, 01:27:06 PM
#36
There is quite high chances Nvidia will be able to recover from this news and continue to be near their peak, in my opinion. Only for the fact of this code and WI technology to come from China, would be enough for authorities in the United States to start to regulate it and try to push forward USA AI instead of allowing Chinese competitors within the American market.
The part of being open source certainly helps Deep seek much to battle giants of this industry, as opens a world of possibilities with the fork of his code by American and software engineers whose works could also be open to anyone to audit, copy and distribute (if the government does not make an exception for this AI model).
If this AI would have been released as close source, it would have never had the same impact it had against Wall Street.
hero member
Activity: 510
Merit: 574
Too Little, Too Late.
January 29, 2025, 01:17:00 PM
#35
as someone who has been using deepseek for the past few days, i can understand why the american market is worried about a competitor like deepseek. they are simply amazing at developing this ai with a much cheaper investment compared to what chatgpt or other big ai players have spent. deepseek is really shaking up the market with their platform and showing the world that AI technology can actually be developed better and at a much lower cost than what is currently available in the industry, and maybe this will change the direction of the ai ​​industry in the future.

I'm more interested to know about this, as I tried it for a bit and uninstalled it because you can't talk to it to begin with. Can you upload pictures? Have you tried ChatGPT as well for comparison?
it's only text or text extracted from images for now, no voice talk or pictures.
i used chatgpt and deepseek, and they are not that different imo, although from the benchmarks i saw, deepseek is slightly better.

the reason deepseek is getting all this attention causing a $1 trillion stock crash is because it's cheap to run, you can run it on a variety of hardware, not just nvidia cards and it's open source (kinda).
if a company uses gpt-o1, they need to trust open ai with their data, and they are basicly just renting the AI. but now, they have the option to run a similarly performing model in-house without worying about data leaks and for a fraction of what they would have paid open AI.
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