They shall learn to make their own high-end chips... since the rest of the world is *democratically "influenced"* by the Empire (of freedom and democracy, lol).
Fascinating read! DeepSeek’s efficiency gains are impressive, but as you point out, they’re built on a foundation of substantial prior compute access—something that’s increasingly constrained by export controls. It’s also striking how much of the AI race now happens behind the scenes, with the most advanced models never seeing public release. This raises big questions about how we measure progress and maintain resilience in an era where capabilities are both diffusing and becoming more opaque. Great analysis!
I’m just glad you’re fired up
Thanks for highlighting. The market is completely freaking out over Deepseek
Really interesting. Thanks for writing.
This all assumes that China will not be able to create chips that are equivalent to the West’s highest end chips.
How likely is that to remain true? If they can produce their own chips how does that change your story?
They shall learn to make their own high-end chips... since the rest of the world is *democratically "influenced"* by the Empire (of freedom and democracy, lol).
Fascinating read! DeepSeek’s efficiency gains are impressive, but as you point out, they’re built on a foundation of substantial prior compute access—something that’s increasingly constrained by export controls. It’s also striking how much of the AI race now happens behind the scenes, with the most advanced models never seeing public release. This raises big questions about how we measure progress and maintain resilience in an era where capabilities are both diffusing and becoming more opaque. Great analysis!