Who Has The Burden Of Proof, DeepSeek Or US Hyperscalers?

Who shoulders the burden of proof? That's a key question for investors pondering the prospect of a Chinese disruptor in the heretofore US-centric AI narrative. I've read as much as one man can possibly read about DeepSeek over the past 36 hours, and I gotta tell you: I'm not sure I'm much the wiser for it. Details are sparse, and you won't be blamed for wondering, as one bank did early Tuesday, if DeepSeek might be "a CCP deep fake." That's not to say it isn't a real company (it plainly is),

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2 thoughts on “Who Has The Burden Of Proof, DeepSeek Or US Hyperscalers?

  1. The burden of proof has always been on the ones spending $100BN of shareholder money on mammoth liquid-cooled nuclear-powered datacenters full of rapidly obsolescing but oddly not so rapidly depreciating GPUs.

    The one Mag that didn’t jump on the Magnificent capex bandwagon is the one whose stock is doing the best through this. Better to be a user of AI models than a provider of AI models?

  2. I have lived on the fringe of this DeepSeek, AI, Crypto, FX, global capital flows ever since my Dad , MIT and in 1963 head of Central Data Processing at FW Dodge paid me to learn PL-1. Grad school was writing models twards a PhD before Nixon blew up Bretton Woods. I am like Rodney Daingerfield – no respect. In 1978 FX made more money for Citibank, we invented global swaps and I couldn’t afford an apartment in Manhattan. This whole area has been little mice scurrying around the ignorant giants. Even hedge funds ignored us as we spent 20 years arguing with the capital holders as to whether we were even an asset class. I spent a summer in China in 2007 and they stole – I stole – ideas. We were all mice, not trusting but listening. They are smart and hungry despite how badly their CCP works. AI, etc. js a business for brains and machines but still brains first. Big companies are blowhards and assholes plus a danger to the world. the big US guys are burning lots of capital led by Trump, we need to think our way around those guys.