Gurley reports 1,300 variants of DeepSeek R1 appeared on Hugging Face within days of release.
“forty eight hours after r one was posted, they had 500 variants on Hugging Face. And today I pinged them this morning before we started, they're up to 1,300.”
Gurley reports 1,300 variants of DeepSeek R1 appeared on Hugging Face within days of its release.
“And so, like, forty eight hours after r one was posted, they had 500 variants on Hugging Face. And today I pinged them this morning before we started, they're up to 1,300.”
Gurley warns NVIDIA bulls defending the company against DeepSeek may trigger sanctions that hurt NVIDIA's revenues.
“So you're an NVIDIA bull think you're protecting NVIDIA by exposing DeepSeek, and you may end up with sanctions that end up hurting NVIDIA's revenues.”
Gurley explains DeepSeek innovated by separating parameters to work with smaller counts faster than competitors.
“They were able to do that because they figured out a way to separate the parameters and work on things with smaller parameter counts faster, which no one else had done before.”
Gurley reports DeepSeek pricing is one twentieth of OpenAI on comparable API models.
“if you look at the models that are apples to apples on the API right now, that that DeepSeek's pricing about one twentieth of OpenAI.”