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🗓️ 28 January 2025
⏱️ 34 minutes
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0:00.0 | You know, this is a fundamentally huge moment and a sort of a wake-up call to America with just how quickly DeepSeek has developed. And it's a big threat. And it's going to have to be met with a response. It's going to have, you know, there's a whole kind of rethink about how we've been going about developing these models. If Open AI had been a stock today, it would have been |
0:21.2 | crushed way more than Nvidia was. I think they're the ones that have been affected the most. |
0:25.9 | We've got to go open source. We've got to focus on software optimization. And I think the Trump |
0:30.8 | administration has to support that and they have to support other areas that could potentially |
0:34.8 | leapfrog the Chinese and AI, which are names like the |
0:38.3 | quantum names. I like Grigetti, the most. I own it. And the area called post-wantam |
0:43.7 | cryptography, which is the security to protect ourselves from quantum attacks. Okay. |
0:48.5 | And the name there I like the most is BTQ. That it is possible that they were using |
0:53.1 | some of the highest performing |
0:54.7 | invidia chips, perhaps as many as 50,000 of them, to build this model. Now, and they |
0:59.9 | weren't supposed to have those chips. Right. If that's true, not the size of |
1:04.5 | the dynamic is different. If it's not true, then maybe all bets are off. |
1:10.8 | It's possible, by the way, even if it is true, meaning even if they use those chips to create |
1:15.4 | this, or at least partially to create this, it is still a significantly more efficient |
1:20.8 | and better model. |
1:21.8 | I think everybody agrees that right this moment, I mean, I don't know if you, did you get |
1:25.9 | the play? |
1:26.9 | It is mind-blowing. It looks really great. I mean, it feels like it's that. It's open source so people can test this out |
1:33.4 | themselves. But I can say all the tests that I do just to see whether I think, whether I think |
1:38.6 | the writing is better, whether I think it can answer certain questions. I mean, it was not only |
1:42.8 | faster, it was more human. |
1:46.0 | The reasoning was shocking. |
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