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  • Видео 81
  • Просмотров 278 828
Meditation on DeepSeek R1
Austin's thoughts on DeepSeek's R1 and its implications for Silicon Valley.
Chapters
00:00 - The Truth about LLMs
01:15 - DeepSeek R1 Overview
03:03 - Meta
04:14 - Amazon
06:35 - Apple
09:08 - OpenAI
12:36 - Microsoft
13:28 - Google
16:41 - Nvidia
17:57 - Closing
About a month and a half ago, Austin shared his thoughts on the evolving landscape of large language models (LLMs), predicting that models like o1 and its peers were on the path to becoming commodities. While not a groundbreaking idea, his perspective highlighted a trend that wasn’t yet widely acknowledged in the AI and tech communities. The recent release of DeepSeek’s R1 model, an open-source and cost-effective alternative to OpenAI’s offe...
Просмотров: 18 147

Видео

TikTok is different now.
Просмотров 2,8 тыс.День назад
What happens when an online community goes away? Or changes? The TikTok ban is in more limbo than most people are willing to admit, or even realize. The companies keeping the app online in the U.S. are risking their lives to keep this thing up, and the enforcement delay by Trump is tenuous, at best. He's still looking to get ByteDance to sell. Already, on zombie TikTok, people are pulling a cla...
Social Media is not Free Speech.
Просмотров 2,9 тыс.14 дней назад
The TikTok ban is not a free speech issue. My Mastodon: mastodon.social/@austinha Anne's Mastodon: mastodon.social/@annelima Chapters 00:00 - BLM, Trump, Me Too, Arab Spring 01:02 - Social Media is not freedom of speech 01:49 - The Rebel Archive 03:00 - The new gatekeepers 03:52 - The algorithm affects discourse 05:54 - The algorithm is not neutral 06:35 - dannyphantom.exe’s take 07:23 - The fi...
AI is now in the world’s top 200 programmers. Who cares?
Просмотров 41 тыс.Месяц назад
An LLM is just a processor.
Why does ChatGPT Pro cost $200?
Просмотров 2,4 тыс.Месяц назад
Today, Austin thinks about the positioning of ChatGPT Pro, o1 pro mode, and how they connect to an age-old business approach.
The entire history of the mouse
Просмотров 2,9 тыс.Месяц назад
In honor of the 56th anniversary of the Mother of All Demos, Austin looks back to the origins of the mouse, and then turns to look toward the future.
AMA: Ultrawide Mac Virtual Display on Apple Vision Pro
Просмотров 7262 месяца назад
Today, Austin asks you to ask him some questions. (visionOS 2.2 Beta Mac Virtual Display)
Vision Pro ultrawide monitor workflow for Obsidian and Ulysses
Просмотров 3,5 тыс.2 месяца назад
The ways in which Austin's productivity in pre-production is augmented by Apple Vision Pro's Ultrawide Mac Virtual Display. Austin discusses Zettelkasten, Obsidian, Ulysses, and Final Cut Pro X. Chapters 00:00 Intro 01:35 Connecting 02:25 Zettelkasten basics 03:38 Obsidian basics and stacked tabs 06:00 Obsidian graph, chaos, and self-organization 08:38 Obsidian Canvas and organization 13:30 Res...
Apple Vision Pro Ultrawide is changing my workflow (visionOS 2.2 Beta)
Просмотров 85 тыс.2 месяца назад
Today, Austin plays with the new beta and finds that - as promised - the ultra wide Mac Virtual Display is a game changer and that - unexpectedly - it tells us more about Apple's strategy to target developers. Chapters 00:00 - Updating… 00:55 - General visionOS 2 Update 01:40 - Connecting to Mac Virtual Display 02:37 - Audio Routing 03:07 - visionOS Universal Control 03:51 - Wide Mac Virtual Di...
Why she liked Apple’s first VR film and why I didn’t
Просмотров 8793 месяца назад
Austin and Anne debate the merits of 'Submerged'
Meta's Orion is not “ahead” of Apple Vision Pro.
Просмотров 3,4 тыс.3 месяца назад
Meta's Orion is not “ahead” of Apple Vision Pro.
Apple Vision Pro is a terrible plane computer
Просмотров 2,9 тыс.4 месяца назад
Apple Vision Pro is a terrible plane computer
Apple Vision Pro's App Store is becoming a Ghost Town
Просмотров 3,6 тыс.4 месяца назад
Apple Vision Pro's App Store is becoming a Ghost Town
Why is Apple playing chicken with creators?
Просмотров 8025 месяцев назад
Why is Apple playing chicken with creators?
Apple's Patreon tax was inevitable
Просмотров 3,2 тыс.5 месяцев назад
Apple's Patreon tax was inevitable
Is the new Siri design a mistake?
Просмотров 4085 месяцев назад
Is the new Siri design a mistake?
Stress testing the new Siri beta
Просмотров 4975 месяцев назад
Stress testing the new Siri beta
The biggest Apple Intelligence feature is still missing.
Просмотров 1,3 тыс.6 месяцев назад
The biggest Apple Intelligence feature is still missing.
Is iPad or Switch a more perfect portable console?
Просмотров 2346 месяцев назад
Is iPad or Switch a more perfect portable console?
Did Meta Quest just become irrelevant?
Просмотров 1,3 тыс.7 месяцев назад
Did Meta Quest just become irrelevant?
Meditation on how Apple Intelligence prioritizes privacy
Просмотров 1,7 тыс.7 месяцев назад
Meditation on how Apple Intelligence prioritizes privacy
Why tech sells you out & why Apple doesn’t
Просмотров 12 тыс.7 месяцев назад
Why tech sells you out & why Apple doesn’t
Meditation on The Talk Show Live from WWDC 2024
Просмотров 6877 месяцев назад
Meditation on The Talk Show Live from WWDC 2024
Meditation on Apple Intelligence after WWDC24
Просмотров 8507 месяцев назад
Meditation on Apple Intelligence after WWDC24
Developers are Apple's secret weapon in the AI race
Просмотров 6807 месяцев назад
Developers are Apple's secret weapon in the AI race
Taste is Apple's secret weapon in the AI race
Просмотров 1,4 тыс.7 месяцев назад
Taste is Apple's secret weapon in the AI race
Why AI products suck
Просмотров 1,7 тыс.7 месяцев назад
Why AI products suck
Meditation on GPT 4o and Google I/O
Просмотров 5 тыс.8 месяцев назад
Meditation on GPT 4o and Google I/O
Is new iPad hardware pointless?
Просмотров 1,5 тыс.8 месяцев назад
Is new iPad hardware pointless?

Комментарии

  • @kukuricapica
    @kukuricapica День назад

    Copilot is exavtly the user interface that people will use if you integrade it everywhere.

  • @scrutch666
    @scrutch666 2 дня назад

    Thats just the small pne, cant wait for the large one

  • @Gwagen03579
    @Gwagen03579 2 дня назад

    What are the keyboard shortucts you are using in Obsidian to perform the functions you are using in the video?

  • @andyericson3861
    @andyericson3861 2 дня назад

    Can't wait to get the Vision Pro for my workflow. Having "portable" giant virtual monitors with my laptop using Logic x is a game changer !!

  • @samuelbarton4066
    @samuelbarton4066 3 дня назад

    Love the OG Men I Trust song

  • @Nacalal
    @Nacalal 3 дня назад

    A lot of older systems from that time didn't even have a UI, just a terminal.

  • @jj342
    @jj342 3 дня назад

    what about x ai

  • @Drixidamus
    @Drixidamus 3 дня назад

    I appreciate this perspective. Good stuff, thanks for putting it out there.

  • @TheRealSnakePlisken
    @TheRealSnakePlisken 4 дня назад

    Yawn…nothing new or interesting here.

  • @roberth9814
    @roberth9814 5 дней назад

    I miss sunsets on Lake Union so much, glad you worked it into the shot.

  • @thomasventura6412
    @thomasventura6412 5 дней назад

    Agree about Nvidia. Carl Sagans words about a technologically literate republic sound in the wind. OpenAI fundamentally benefits from investors and the public not understanding their technology and obfuscating it. And the investors found out the hard way. That's ultimately why the market tanked. I think it represents an irrational market. Whether 1 million tokens becomes free, it doesn't change the fact that soon every mcdonalds, walmart, and mom and pop store will have some sort of AI involved or running the store completely. That all requires chips. It's like saying hydroelectric turbines don't have value because all of a sudden some other guy can produce cheaper water now (silly analogy). And that applies to chips but also applications of AI. Whether or not AI is incredibly cheap doesn't change the fact we need people to create the AI that can diagnose and cure cancer before it even starts (for the time being anyway). Ultimately I don't think these investors actually understood the technology or their investment and that is because the powers that be are obfuscating how difficult it is to actually recreate these things. Someone let me know if this is entirely offbase would love feedback

  • @badbrains4168
    @badbrains4168 5 дней назад

    I've been a commodity since I was conceived in the 1990's.

  • @scrutch666
    @scrutch666 5 дней назад

    I find it hilarious that people take a number that was 6mil for the last training of deepseek 3 run and build their whole thesis on this. Anthropic last run of one of their models costs 10 mil. Not that huge difference. Also we know now that 250k gpus been sold to singapur and the assumption is that it didnt end there . I. Frustrated by the fact that you all youtube influencers dont even take 5 min to read up things but just behave like parrots

    • @uncoverage
      @uncoverage 5 дней назад

      my measly computer science degree probably doesn't suffice here, but Google also announced API prices for Gemini that roughly match DeepSeek, which was their real advantage, imo

  • @MisterPatel
    @MisterPatel 5 дней назад

    Everyone has tried deepseek now and can see how bad it is so this video is irrelevant. Like Deepseek

  • @BrySmi
    @BrySmi 5 дней назад

    In the 90s I nearly got crushed by a beer truck in the park you are sitting in (broke loose by The Zoo)...

    • @uncoverage
      @uncoverage 5 дней назад

      oh my god? wait, the zoo?

  • @IDF4HELL
    @IDF4HELL 5 дней назад

    Android isn't just pixel. Android is an OS and it's the most used one by far.

    • @SigFigNewton
      @SigFigNewton 5 дней назад

      Not really a profit source, is it? Mostly a way of getting google products, especially search, to be the default?

  • @macrograms
    @macrograms 5 дней назад

    well, it's a good thing all those silicon valley freakshows bought up all the water-rights to cool all their overpowered GPUs while LA burns so a robot can make cat pictures and create a recipe for a reuben sandwich for gramma.

  • @Kingcea12
    @Kingcea12 5 дней назад

    Dumbest take I’ve heard yet, to have a new competitor appear and for you to say that the big winners are the companies getting undercut price wise, you an apple shill or something? You sound like a MBA that thinks they understand technology

    • @uncoverage
      @uncoverage 5 дней назад

      I'm more of a computer scientist that thinks they understand business, actually

  • @Dp-dx3zu
    @Dp-dx3zu 6 дней назад

    R1 was developed on nvidia hardware, ran on nvidia hardware, until that changes, don’t sell.

  • @DavidMussington
    @DavidMussington 6 дней назад

    Very succinct and impressive commentary. New subscriber.

  • @antoniobutcher
    @antoniobutcher 6 дней назад

    awhh look at the duckiess

  • @asaejapan7143
    @asaejapan7143 6 дней назад

    No need to be a prophet to predict that Nvidia is coming back soon as strong as ever... You don't address the Stargate issue, there was a whole gang organized around the promised 500B, the big deal is that these big alliances collapse.

  • @gaobili
    @gaobili 6 дней назад

    Open source, efficient, and powerful, deepseek R1 is the dawn of hope on the horizon. I hope the sun of the new era will eventually rise.

    • @uncoverage
      @uncoverage 5 дней назад

      am I sensing metaphor?

  • @davidpark761
    @davidpark761 6 дней назад

    i remember when you had like 300 views per video, crazy work ur doing

    • @uncoverage
      @uncoverage 5 дней назад

      ha! thanks for sticking around!

  • @_casg
    @_casg 6 дней назад

    China out there getting headshots back to back to back

  • @badpuppy3
    @badpuppy3 6 дней назад

    Meta's strategy of having AI make content is going to drive people away and destroy their platform. No one is on Facebook or Instagram to watch AI Generated crap. They are on there to connect to other human beings. When they start changing that model people will leave.

    • @uncoverage
      @uncoverage 5 дней назад

      I generally agree, but think that it will find more success than either of us want

  • @CYI3ERPUNK
    @CYI3ERPUNK 6 дней назад

    as above so below , as within so without this is the way of ALL things , indeed

    • @uncoverage
      @uncoverage 5 дней назад

      within: R1 without: o1

  • @user-qe2ps9vm9o
    @user-qe2ps9vm9o 6 дней назад

    Closed source AI is no longer a viable business model

  • @How_do_we_know
    @How_do_we_know 6 дней назад

    Very rare on youtube talking about reality of technology not a motivational video with a very good scenery simple aesthethic lowkey hahaha

    • @uncoverage
      @uncoverage 5 дней назад

      ha! welcome to uncoverage!

  • @pkop4
    @pkop4 6 дней назад

    Hapa Alain Delon?

  • @glomerol8300
    @glomerol8300 6 дней назад

    Where are you? It looks nice.

    • @uncoverage
      @uncoverage 5 дней назад

      Seattle, Washington!

    • @glomerol8300
      @glomerol8300 3 дня назад

      @@uncoverage Good to know, thanks!

  • @hitlab
    @hitlab 6 дней назад

    Maybe a good metaphor is to consider high end Nvidia GPUs as raw physical power. Larger, stronger people have more physical power. I see deepseek’s engineering despite hardware constraints being like BBJ used on a larger opponent that doesn’t know BJJ. But , a larger opponent can also learn BJJ, might already know BJJ and has kept it secret or has another undisclosed technique that’s even more effective. There’s nothing stopping big AI companies from also using chips more efficiently and with more chips and more efficient usage, there are even bigger gains. This doesn’t sound like something that would disincentivize buying more Nvidia chips. Am I missing something on this point?

    • @uncoverage
      @uncoverage 5 дней назад

      precisely. love the analogy!

  • @The_other_side-
    @The_other_side- 6 дней назад

    Me and my boy just speaking tech🚤⛵️🌅⚓️

    • @uncoverage
      @uncoverage 5 дней назад

      😂🫡🏴‍☠️

  • @123456crapface
    @123456crapface 6 дней назад

    Who are you and why should anyone care what you think? You seem like a pompous mf

  • @firebird5288
    @firebird5288 6 дней назад

    Just a few weeks ago I purchased Nividia stocks... I'm definitely not going to panic sell, even though yesterday's blow wasn't comfortable. We'll see how this pans out.

  • @MathematicPony
    @MathematicPony 6 дней назад

    I have been very cynical about these smaller models that were refined by R1, since I've seen so much coverage making NO distinction between the 491B param actual R1 and R1-flavored Llama. R1 distills strike me as, like, the LA Croix of R1. However, I set up a home machine serving 14B R1 Llama distill, so I could have access to it on my phone, and it's really quite a lot better than raw Llama at that size. For context, I'm running it with a 3080 and an otherwise even lower power machine (don't ask me why it has a 13100 cpu), and while I can't remember token count off the top of my head, it's perfectly good at generating code in a reasonable amount of time. R1 and it's distills have reignited my curiosity in open source and particularly the future of local machines. The biggest issue I've had so far with these smaller models run locally isn't what I perceive to be it's intelligence - - it's moreso the much shorter context windows. If I give it a coding task and it gets it right first try, it's great. But if I need to go back and forth with it for a while, it will absolutely start forgetting aspects of it.

    • @uncoverage
      @uncoverage 5 дней назад

      love this. and cracking up at "La Croix of R1". the context window is limited by memory size, no? interestingly, this places Apple in a great spot with their M-series chips.

  • @humble_integrity
    @humble_integrity 6 дней назад

    your assessment is a little weak here... nvidia has a monopoly over the chips, even deepseek used their earlier chips to train the ai. there's literally no other options because nvidia is good at what they do. theyre not simply just 'selling tools for the gold rush', give them a little more credit here. you just talk about the us companies, you don't talk about the chinese companies. it seems like deepseek came out of nowhere, but china has always been dominant in ai. people like yourself are just ignorant and do not give attention to RELEVANT topics. when you talk about AI you cannot remove china from the conversation. as a matter of fact china takes top priority and all these tech companies excluding the american ai companies and nvidia are less relevant. it's because of people like you who are clueless that's why you get shocked like this. let me teach you something boy, china has over 1.4b people, they use 5g and mroe technology than we do. in 1 day, they collect more data than we in the us collect in 1 year. ai is driven by data, so their technology is far superior to us, this isn't new.

    • @SigFigNewton
      @SigFigNewton 5 дней назад

      How are you so sure that people will start using these ai models far far more because of this development? Nvda chip demand per use effectively just went way way down.

    • @uncoverage
      @uncoverage 5 дней назад

      ????

  • @PrettyQuicky
    @PrettyQuicky 6 дней назад

    meta is model is not open source he just calls it that.

  • @tigerscott2966
    @tigerscott2966 6 дней назад

    NVIDIA just ran another "pump And dump" Sham on everyone.... They made billions on the way up. They were smart enough to sell Short - that will pay for additional Expenses.

    • @uncoverage
      @uncoverage 5 дней назад

      I feel like "a competitor showing up" is doing a lot of legwork here, but I see your point!

  • @usov656
    @usov656 6 дней назад

    Despite being chinese in origin (the online version of deepseek refuses to mention the tiannamen square massacre, for example), its good that deepseek hit the western AI giants right where it hurts, proving that it can all be done, open source, on a fraction of the absolute mountains of money nvidia, "open"AI and meta eat every day. The current trend in the market is that AI is moving on to be a paywalled service that only corpo giants would have true access to, and deepseek proves that such thing may not be the case.

    • @uncoverage
      @uncoverage 5 дней назад

      never trust a computer you can't lift.

  • @InnsmouthAdmiral
    @InnsmouthAdmiral 6 дней назад

    Love the style of video here. Looking forward to more. Only thing I disagree with is Google's response. I think they have a pretty large base built out with there TPU infra. They're also the company that had (has?) the most RL talent, which Deepmind had been practicing a lot recently. I feel like Google will be bringing more surprises this year.

    • @uncoverage
      @uncoverage 5 дней назад

      woke up the day after posting this video thinking this exact thing - I was too critical of Google. thanks for the thoughtful comment and thanks for watching!

  • @evilleader1991
    @evilleader1991 6 дней назад

    what the hell am i wathcing

  • @PeterMilko
    @PeterMilko 6 дней назад

    DeepSeek likely used Nvidia cards but can not legally say so.

    • @chrisc8156
      @chrisc8156 6 дней назад

      Why can't they say it? Nvidia sold over a million AI chips (H20 model) to China in 2024 for about $12 billion - totally legally. The H20 is a cut-down version of the H100.

    • @johnallard2429
      @johnallard2429 5 дней назад

      They literally admitted in the official Deepseek R1 academic paper that they used Nvidia GPUs

  • @BRNDX-n6d
    @BRNDX-n6d 6 дней назад

    hey guy. deep seek is clubber lang. a new dev boom begins from here. big AI falls. AI has just been democratized. that's what happened man.

  • @levelup2014
    @levelup2014 6 дней назад

    What a beautiful scenery I need to find a place like this in my city

    • @uncoverage
      @uncoverage 5 дней назад

      Seattle never disappoints!

  • @NewZeroGames
    @NewZeroGames 6 дней назад

    I loved this, great video

  • @HarryPujols
    @HarryPujols 6 дней назад

    Broligarchs spent billions, trillions of dollars on infrastructure to support their AI gold rush, at the expense of aggravating an already-bleak climate situation. I embrace the China Menace popping this bubble before it got out of hand. China figured out gun violence, healthcare and bullet trains while the US is dumping money to make a few bros with too much money even richer.

    • @uncoverage
      @uncoverage 5 дней назад

      en.wikipedia.org/wiki/Persecution_of_Uyghurs_in_China

  • @katsumitheentertainment3057
    @katsumitheentertainment3057 6 дней назад

    Someone probably already mentioned this but, these windows, your Obsidian notes, canvas, graph, etc, should all be independent from the mac's desktop. There's no reason why you can have your canvas physically behind you occupying floor to roof of space, your notes below your web searches, perhaps despite all this real estate you fill your space, so, assuming you want to stay put and not move around, you can organize these things in such a way that makes sense to you and have some easy and low-effort gesture to bring them up in some way. Can't wait to experience this kind of workflow some day.

    • @katsumitheentertainment3057
      @katsumitheentertainment3057 6 дней назад

      Of course, out of view, out of mind. So things being slotted away must have some kind of visual representation to avoid this issue

  • @TheDuzx
    @TheDuzx 6 дней назад

    I agree that Nvidia's position isn't changed by DeepSeek R1. I think Nvidia is overvalued. Sure they don't have strong competition today and they have a moat in that everything is built around their hardware, but at the same time if a competitor did show up then I think tha moat is gone in a few months. The AI companies are retraining often enough that the savings from building for a competitor makes sense long term.

  • @lancebowley4986
    @lancebowley4986 6 дней назад

    Thank you Bo