Та не хвилюйтесь ви так за ті діпсіки

🎙 Ще по темі - класний тематичний випуск від Гаррі Стеббінза. Спікер топовий і класно все пояснює.

Jonathan Ross is the Co-Founder and CEO of Groq, providing fast AI inference. Prior to founding Groq, Jonathan started Google’s TPU effort where he designed and implemented the core elements of the original chip.

00:00 Intro
02:01 Is Deepseek News as Big a Deal as It Seems?
04:33 Distillation & DeepSeek's Use of OpenAI Data
07:18 Scraping OpenAI Models for Higher Quality Output
11:40 Concerns About US Customer Data Going to China
13:08 DeepSeek and Its Potential Use by the CCP
23:13 Is Deepseek Diminishing OpenAI's Distribution Advantage?
33:07 Advising the EU on Europe's Stance Today
34:48 Perplexity in 3 Years
37:22 Commoditization of Models & Big Tech's Stock Struggles
41:01 Nvidia's High Margins and the Strength of Their Moat
42:55 The Future of Efficiency After Nvidia's Success
49:50 The $500BN Stargate Project
54:01 Excitement or Nerves in the AI Arms Race?
57:54 Where Does Value Accrue in Wrapper Apps & Foundation Models?