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Scale AI CEO Alexandr Wang on DeepSeeK: "My understanding is that DeepSeek has about 50,000 H100s, which they can't talk about, obviously, because it is against the export controls that the United States has put in place."

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MonkeyCap profil fotoğrafı
MonkeyCap1 yıl önce

@alexandr_wang So like $1.5bn just in gpu costs 😂

The Information profil fotoğrafı
The Information1 yıl önce

Elon Musk claims to have finished a 100,000-strong H100 cluster in four months. How likely is that?

Data Driven Stocks profil fotoğrafı
Data Driven Stocks1 yıl önce

@alexandr_wang It may not be H100 - this guy is obviously wrong. Many companies started creating "AI specialized" chips - those are cheap and energy efficient. Even Huawei has many of them

bento_yoda profil fotoğrafı
bento_yoda1 yıl önce

@alexandr_wang Deepseek is just the beginning! All US tech moats demolished during the middle of the night while US tech sleeping! 中国 中国! Happy Chinese New Year!

Nick Patel profil fotoğrafı
Nick Patel1 yıl önce

@alexandr_wang @epictrades1

Sujay profil fotoğrafı
Sujay1 yıl önce

@alexandr_wang Questioning whether his incentive is to downplay deepseek or not based ..

Benzer Videolar

Billionaire and Scale AI CEO Alexandr Wang: DeepSeek has about 50,000 NVIDIA H100s that they can't talk about because of the US export controls that are in place.
0:30

Billionaire and Scale AI CEO Alexandr Wang: DeepSeek has about 50,000 NVIDIA H100s that they can't talk about because of the US export controls that are in place.

Chubby♨️

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🇨🇳 BILLIONAIRE AND SCALE AI CEO WANG REVEALED DEEPSEEK HAS ABOUT 50,000 NVIDIA H100S THAT THEY CAN’T TALK ABOUT.
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🇨🇳 BILLIONAIRE AND SCALE AI CEO WANG REVEALED DEEPSEEK HAS ABOUT 50,000 NVIDIA H100S THAT THEY CAN’T TALK ABOUT.

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亿万富翁、ScaleAI的CEO亚历山大·王表示：DeepSeek拥有大约5万台英伟达H100，但由于美国实施出口管制，他们无法谈论这些产品。其实，虽然DeepSeek与OpenAI的差距很大，就如百度与谷歌差距也很大一样，这并不影响DeepSeek在中国忽悠到投资和用户，毕竟OpenAI和Google在中国无法访问，用户体验没有比较。 Billionaire and Scale AI CEO Alexandr Wang: DeepSeek has about 50,000 NVIDIA H100s, which they cannot discuss due to US export controls.
0:30

亿万富翁、ScaleAI的CEO亚历山大·王表示：DeepSeek拥有大约5万台英伟达H100，但由于美国实施出口管制，他们无法谈论这些产品。其实，虽然DeepSeek与OpenAI的差距很大，就如百度与谷歌差距也很大一样，这并不影响DeepSeek在中国忽悠到投资和用户，毕竟OpenAI和Google在中国无法访问，用户体验没有比较。 Billionaire and Scale AI CEO Alexandr Wang: DeepSeek has about 50,000 NVIDIA H100s, which they cannot discuss due to US export controls.

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Zuck: "The export controls are clearly working in a way. DeepSeek did all these very impressive low-level optimizations. That is impressive. But then you ask: why did they have to do that when none of the American labs did? Well, because they're using partially nerfed chips—that are the only thing that Nvidia is allowed to sell in China because of the export controls."
1:16

Zuck: "The export controls are clearly working in a way. DeepSeek did all these very impressive low-level optimizations. That is impressive. But then you ask: why did they have to do that when none of the American labs did? Well, because they're using partially nerfed chips—that are the only thing that Nvidia is allowed to sell in China because of the export controls."

Dwarkesh Patel

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🇨🇳🇺🇸 DeepSeek tells the world that artificial intelligence is not American intelligence, and the United States has no right to monopolize the development of AI that belongs to all mankind. -Dr. Victor Gao
4:21

🇨🇳🇺🇸 DeepSeek tells the world that artificial intelligence is not American intelligence, and the United States has no right to monopolize the development of AI that belongs to all mankind. -Dr. Victor Gao

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

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🇺🇸🇮🇱🇮🇷 Jeffrey Sachs: The United States is, drunk with arrogance right now. It has invaded Venezuela. It thinks it's about to invade Cuba. It has now, attacked Iran. The United States cares nothing about the Iranian people, but the United States cares about the oil, and it cares about the military control over the Middle East, and it cares about the fact that Iransells oil to China. Because part of what's happening United States is trying to put a chokehold on oil that flows to China, whether from Venezuela or from the Middle East, or from Russia, which the US has sanctioned. And so this is, part of a game. The American leaders do not care about the people, not about the American people or about other people. They care about power, and that's what they're after.
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🇺🇸🇮🇱🇮🇷 Jeffrey Sachs: The United States is, drunk with arrogance right now. It has invaded Venezuela. It thinks it's about to invade Cuba. It has now, attacked Iran. The United States cares nothing about the Iranian people, but the United States cares about the oil, and it cares about the military control over the Middle East, and it cares about the fact that Iransells oil to China. Because part of what's happening United States is trying to put a chokehold on oil that flows to China, whether from Venezuela or from the Middle East, or from Russia, which the US has sanctioned. And so this is, part of a game. The American leaders do not care about the people, not about the American people or about other people. They care about power, and that's what they're after.

THE ISLANDER

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What's the Big Deal with DeepSeek in AI? Here's why DeepSeek is making everyone take notice: 1. Super Smart on a Budget: DeepSeek showed you can make awesome AI without breaking the bank. Their latest model, DeepSeek-V3, was trained for only about $10 million, which is a lot less than the usual big bucks spent on AI, like the rumored $78 million for some of OpenAI's models. They did this in just two months with fewer fancy computers. 2. Open for Everyone: DeepSeek isn't keeping their tech a secret. They've made it open-source, meaning anyone can use, tweak, and learn from it. It's like they're saying, "Come join the party!" 3. Beating the Big Names: DeepSeek-V3 has done better than some top dogs from companies like OpenAI and Google in solving puzzles, math, and coding. This proves you can get great AI results without spending a fortune. 4. Challenging NVIDIA: NVIDIA's chips are usually the choice for AI because they're really powerful. But since DeepSeek did so well with less expensive chips, it might make people think twice about always going for NVIDIA's priciest options. 5. The DeepSeek Crew: The team at DeepSeek is young and smart, mostly from top Chinese schools, with brains in physics, math, and computer science. They learned AI in about six months by themselves! They use first principle thinking, which means they break down problems to the basics and build from there. This has helped them come up with cool new ways to do AI. 6. Changing AI for Good: DeepSeek is showing that AI can be cheaper and more open to everyone. They're changing how we think AI should be made and shared, which could shake up the whole AI world. So, as we watch DeepSeek, it's clear they're not just another player; they're changing the rules of the game. I predicted that this would be a make or break year for all the massive investments made in AI by American VC's. A few weeks later, DeepSeek happens! Watch the rest of my predictions in my 2025 outlook video . Link in replies #AIInnovation #DeepSeek #NVIDIA #OpenAI #TechDisruption
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What's the Big Deal with DeepSeek in AI? Here's why DeepSeek is making everyone take notice: 1. Super Smart on a Budget: DeepSeek showed you can make awesome AI without breaking the bank. Their latest model, DeepSeek-V3, was trained for only about $10 million, which is a lot less than the usual big bucks spent on AI, like the rumored $78 million for some of OpenAI's models. They did this in just two months with fewer fancy computers. 2. Open for Everyone: DeepSeek isn't keeping their tech a secret. They've made it open-source, meaning anyone can use, tweak, and learn from it. It's like they're saying, "Come join the party!" 3. Beating the Big Names: DeepSeek-V3 has done better than some top dogs from companies like OpenAI and Google in solving puzzles, math, and coding. This proves you can get great AI results without spending a fortune. 4. Challenging NVIDIA: NVIDIA's chips are usually the choice for AI because they're really powerful. But since DeepSeek did so well with less expensive chips, it might make people think twice about always going for NVIDIA's priciest options. 5. The DeepSeek Crew: The team at DeepSeek is young and smart, mostly from top Chinese schools, with brains in physics, math, and computer science. They learned AI in about six months by themselves! They use first principle thinking, which means they break down problems to the basics and build from there. This has helped them come up with cool new ways to do AI. 6. Changing AI for Good: DeepSeek is showing that AI can be cheaper and more open to everyone. They're changing how we think AI should be made and shared, which could shake up the whole AI world. So, as we watch DeepSeek, it's clear they're not just another player; they're changing the rules of the game. I predicted that this would be a make or break year for all the massive investments made in AI by American VC's. A few weeks later, DeepSeek happens! Watch the rest of my predictions in my 2025 outlook video . Link in replies #AIInnovation #DeepSeek #NVIDIA #OpenAI #TechDisruption

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The most damaging aspect of Deepseek is that it has driven the American AI project, StarGate, into bankruptcy. Deepseek最大的杀伤力，是让美国的Ai星际之门破产了。
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The most damaging aspect of Deepseek is that it has driven the American AI project, StarGate, into bankruptcy. Deepseek最大的杀伤力，是让美国的Ai星际之门破产了。

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Palantir CTO Shyam Sankar on Deepseek: “China is the best at long term planning— the one thing not in their plan, was AI. It is an American phenomenon.” “It’s not a coincidence they had to steal Deepseek. Distilled from OpenAI. They literally had to steal that.”

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Just watched Alexandr Wang on the podcast Shawn Ryan Show talking about backdoors in LLMs — and I instantly thought of the blog Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 & I wrote earlier this year on how #Deepseek was quietly poisoned. The threat isn’t hypothetical. The example is already here.
2:41

Just watched Alexandr Wang on the podcast Shawn Ryan Show talking about backdoors in LLMs — and I instantly thought of the blog Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 & I wrote earlier this year on how #Deepseek was quietly poisoned. The threat isn’t hypothetical. The example is already here.

MarcoFigueroa

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DeepSeek Didn’t Catch Up — It Cheated. China’s AI “Breakthrough” Is Built on Stolen American Tech. In this video, I break down explosive allegations that DeepSeek used banned U.S. chips and illicit model distillation to train its newest system. If true, this is IP extraction wrapped in marketing. We examine what distillation really means, why export controls matter, and how dependent China’s AI ecosystem still is on American hardware and research.
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Liz Peek on tariffs: "It is about bringing businesses to the United States and we have seen that already happening. I think that is very probably going to happen because we have a very positive energy outlook in the United States."
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Rapid Response 47

89,654 görüntüleme • 1 yıl önce

China just made Silicon Valley's entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here's what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic's best models. At 1/7th the price. And for the first time ever, it was built on Chinese chips. NOT American ones. That last part is the one that terrifies the west. For context: Since 2022, the US has banned the export of advanced AI chips to China. The entire strategy was built on the assumption that if China can't access Nvidia's best hardware, they can't build frontier AI. But DeepSeek just proved that assumption wrong. Their V4 model was trained and runs on Huawei's Ascend chips. Huawei spent months working directly with DeepSeek to make sure V4 runs across their entire line of AI processors. Jensen Huang even predicted this on a recent podcast: "The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation." That day was yesterday. And the numbers are crazy: DeepSeek V4 costs $3.48 per million output tokens. OpenAI's latest model GPT-5.5 costs $30. Anthropic's Claude charges $25. Same ballpark performance. 7x cheaper. Uber's CTO just admitted they burned through their ENTIRE 2026 AI budget in 4 months using Anthropic's tools. If Uber had used DeepSeek instead, that same budget would have lasted 7 YEARS. 4 months vs 7 years. Same work getting done. But the pricing isn't even the big thing here. The real story is what DeepSeek did with their technical report: They published the benchmarks where they LOSE. Every AI company cherry-picks the tests where their model wins. DeepSeek ran the full comparison against GPT-5.4 and Google's Gemini, found they trail frontier models by 3 to 6 months, and printed it anyway. They literally don't care because the price gap makes the performance gap irrelevant for 90% of use cases. So the US export controls didn't slow China down. They ACCELERATED China's independence. Because Chinese developers were FORCED to train models with limited resources, they had to figure out how to make AI radically more efficient. That constraint became their competitive advantage. Every generation of DeepSeek has gotten dramatically cheaper to train. V4 continues the trend. Meanwhile US companies are going the OPPOSITE direction: OpenAI's GPT-5.5 Pro costs $180 per million output tokens. That's 51x more expensive than DeepSeek V4 for comparable work. The Commerce Secretary confirmed this week that ZERO Nvidia advanced chip shipments have actually gone through to China despite being approved in January. So China built frontier AI anyway. Without American chips. At a fraction of the cost. And the market response tells you everything: Chinese chipmaker SMIC surged 10%. Huahong Semiconductor jumped 15%. DeepSeek's Chinese AI competitors Zhipu AI and MiniMax dropped 9% because V4 is destroying them too. DeepSeek is making Silicon Valley's pricing model look like a scam. US tech companies spent $650 billion on AI infrastructure this year. DeepSeek just showed the world you can match their output for pennies. The export controls were supposed to be America's ace card. Instead they taught China how to win without American chips, at American prices nobody can compete with. Jensen Huang was right. This is a horrible outcome. But it's the outcome America built for itself.
1:06

China just made Silicon Valley's entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here's what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic's best models. At 1/7th the price. And for the first time ever, it was built on Chinese chips. NOT American ones. That last part is the one that terrifies the west. For context: Since 2022, the US has banned the export of advanced AI chips to China. The entire strategy was built on the assumption that if China can't access Nvidia's best hardware, they can't build frontier AI. But DeepSeek just proved that assumption wrong. Their V4 model was trained and runs on Huawei's Ascend chips. Huawei spent months working directly with DeepSeek to make sure V4 runs across their entire line of AI processors. Jensen Huang even predicted this on a recent podcast: "The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation." That day was yesterday. And the numbers are crazy: DeepSeek V4 costs $3.48 per million output tokens. OpenAI's latest model GPT-5.5 costs $30. Anthropic's Claude charges $25. Same ballpark performance. 7x cheaper. Uber's CTO just admitted they burned through their ENTIRE 2026 AI budget in 4 months using Anthropic's tools. If Uber had used DeepSeek instead, that same budget would have lasted 7 YEARS. 4 months vs 7 years. Same work getting done. But the pricing isn't even the big thing here. The real story is what DeepSeek did with their technical report: They published the benchmarks where they LOSE. Every AI company cherry-picks the tests where their model wins. DeepSeek ran the full comparison against GPT-5.4 and Google's Gemini, found they trail frontier models by 3 to 6 months, and printed it anyway. They literally don't care because the price gap makes the performance gap irrelevant for 90% of use cases. So the US export controls didn't slow China down. They ACCELERATED China's independence. Because Chinese developers were FORCED to train models with limited resources, they had to figure out how to make AI radically more efficient. That constraint became their competitive advantage. Every generation of DeepSeek has gotten dramatically cheaper to train. V4 continues the trend. Meanwhile US companies are going the OPPOSITE direction: OpenAI's GPT-5.5 Pro costs $180 per million output tokens. That's 51x more expensive than DeepSeek V4 for comparable work. The Commerce Secretary confirmed this week that ZERO Nvidia advanced chip shipments have actually gone through to China despite being approved in January. So China built frontier AI anyway. Without American chips. At a fraction of the cost. And the market response tells you everything: Chinese chipmaker SMIC surged 10%. Huahong Semiconductor jumped 15%. DeepSeek's Chinese AI competitors Zhipu AI and MiniMax dropped 9% because V4 is destroying them too. DeepSeek is making Silicon Valley's pricing model look like a scam. US tech companies spent $650 billion on AI infrastructure this year. DeepSeek just showed the world you can match their output for pennies. The export controls were supposed to be America's ace card. Instead they taught China how to win without American chips, at American prices nobody can compete with. Jensen Huang was right. This is a horrible outcome. But it's the outcome America built for itself.

Ricardo

281,190 görüntüleme • 4 ay önce