Totally agree with Alex. Open source wins more often than not, in the long term. The web practically runs on open source technology. And if every business is going to incorporate AI into their software and systems in some way (as commonly predicted), then open source should ultimately win the race.
With open source AI will become like a commodity. It will be VERY hard to make big bucks with it. There will be no "monopoly/moat". The valuations of AI firms are simply way way too high.
Where are the actual revolutionary applications of AI though? We never see them, which is quite odd. We keep talking about LLM's but I'm yet to see a business actually be built around this tech, which would be nice to see if we're really to buy into this revolution
@@RinneganMan-h5f Just because you don't see it doesn't mean it's not happening behind the scenes. AI is already being used for advertising and marketing, healthcare diagonistics, automated customer service, fraud detection, and others. AI is evolving and is only in the beginning stage of development. It's like calling child a failure, because he couldn't read at college level yet. Take a look at what's happening in China in using Ai to harvest crops and as service robots.
@@George-f8h Then valuations are completely insane. There's never a guarantee a child makes it to college, or through college, not matter how much promise that child shows at a young age.
The pie is bigger companies that couldn’t afford the high tech, now can lol We do realize this is one part of Ai right ? Lol Robotics, auto, space,manufacturing, Finance, retail, content creation, energy, Agriculture, Healthcare “which will be the most profitable” 😂😂😂🎉🎉 sima down Market always over reacts
Well, good effort by CNBC in this show. Although tre was some analysis that is different than mine particularly on how Deepseek was able to build their model so cheaply, basically all that was said were based on actual facts with some understanding of software development and the computer tech industry which us completely absent in over 96% of all the reporting done across Fox, Fox Business, CNN, CBS, Bloomberg and more. There is so much ignorant discussion going on these channels and some of them even involve industry experts and officers of AI companies who apparently know very little about the work and product they produce.
AI will do is increasse productivity so in theory lower inflation , in reality no it will be higher tax to support social program human displacement. Watch those layoff announment every quarter.
4 дня назад
Alex claimed the sell-off didn't make sense. You then got him to admit that it does seem like DeepSeek has cheaper architecture. How do you not follow-up on that and ask him then why is the sell-off not justified? He contradicted himself.
It would be best if the United States were to impose a nationwide ban on Deep Seek. That way, Americans would have to use the expensive Close AI, while the rest of the world could enjoy high-performance Deep Seek AI at low or even no cost. Let Americans also learn to use VPNs to bypass restrictions. And, when political means are employed to suppress, it indicates that all other options have been exhausted.
We have seen this pattern lately because valuations are so high. The selloffs are quick and deep. The popularity of options and 0-dte coupled with algorithmic trading is contributing to this volatility. We had two of the largest spikes in the Vix in history over 1 day of bad news.
Bro got distillation completely wrong, it's quite the opposite: DeepSeek is transferring its reasoning abilities to smaller popular open source models, basically giving them superpowers.
AI has not meaningfully changed most people's lives. We're poorer, scared for our future, facing escalating climate impacts --- a few people are getting filthy rich and most of us are poorer and loosing hope.
Where IS the revolution? All I see is hype.
Totally agree with Alex. Open source wins more often than not, in the long term. The web practically runs on open source technology. And if every business is going to incorporate AI into their software and systems in some way (as commonly predicted), then open source should ultimately win the race.
With open source AI will become like a commodity. It will be VERY hard to make big bucks with it. There will be no "monopoly/moat".
The valuations of AI firms are simply way way too high.
Where are the actual revolutionary applications of AI though? We never see them, which is quite odd. We keep talking about LLM's but I'm yet to see a business actually be built around this tech, which would be nice to see if we're really to buy into this revolution
@@RinneganMan-h5f Just because you don't see it doesn't mean it's not happening behind the scenes. AI is already being used for advertising and marketing, healthcare diagonistics, automated customer service, fraud detection, and others. AI is evolving and is only in the beginning stage of development. It's like calling child a failure, because he couldn't read at college level yet. Take a look at what's happening in China in using Ai to harvest crops and as service robots.
@@George-f8h Then valuations are completely insane. There's never a guarantee a child makes it to college, or through college, not matter how much promise that child shows at a young age.
The pie is bigger companies that couldn’t afford the high tech, now can lol
We do realize this is one part of Ai right ? Lol Robotics, auto, space,manufacturing, Finance, retail, content creation, energy, Agriculture, Healthcare “which will be the most profitable” 😂😂😂🎉🎉 sima down Market always over reacts
@@RinneganMan-h5f Your argument is to not send a child to elementary school, since he's not guaranteed to make it to college level?
Bro really said Chat GTP
Bro is clueless and telling the truth at the same time 😂
live tv is tuff
@@kraz007 no hes not he has done 0 investigation into deepseek and hasnt fact checked any of their claims hes a Contrarian moron
He's just like my mom 😢
Countless experts the past two days try and explain what has been happening. The last sentence from Alex pretty much sums up the entire story.
have alex on more 👍🏼📈🇺🇸
he knows this stuff in and out
lol no he doesnt he was completely wrong on the OpenAI debacle the guy is an idiot
Couldn't agree more with this response
The FCC should investigate anyone who had massive shorts put on prior to this swindle.
All these tech Bros are sweating algorithm bullets!!
Well, good effort by CNBC in this show.
Although tre was some analysis that is different than mine particularly on how Deepseek was able to build their model so cheaply, basically all that was said were based on actual facts with some understanding of software development and the computer tech industry which us completely absent in over 96% of all the reporting done across Fox, Fox Business, CNN, CBS, Bloomberg and more. There is so much ignorant discussion going on these channels and some of them even involve industry experts and officers of AI companies who apparently know very little about the work and product they produce.
If AI can replace all of your remote workers that would be of some use.
No answer to how you will make money. If cost head to zero and it is open source, then margins will be minimal. ROI will not be there.
Found the panic seller from yesterday
AI is a bubble that has no use.
AI will do is increasse productivity so in theory lower inflation , in reality no it will be higher tax to support social program human displacement. Watch those layoff announment every quarter.
Alex claimed the sell-off didn't make sense. You then got him to admit that it does seem like DeepSeek has cheaper architecture. How do you not follow-up on that and ask him then why is the sell-off not justified? He contradicted himself.
bro doesnt believe it, because bro doesn’t see it. Lol. bro should be the first thing replaced by AI.
If AI is improving and gets more affordable applications then there will be increased demand!
But where is the money? How do you recoup the cost you invested if the next guy is just going to release something better for free?
It would be best if the United States were to impose a nationwide ban on Deep Seek. That way, Americans would have to use the expensive Close AI, while the rest of the world could enjoy high-performance Deep Seek AI at low or even no cost. Let Americans also learn to use VPNs to bypass restrictions. And, when political means are employed to suppress, it indicates that all other options have been exhausted.
Llama is open source
Deepseek 🐐 🤴
A free software accerator can save money attaining the same goal and bandwidth, better for ROI on hardware, and push the brenchmark further 10x.
We have seen this pattern lately because valuations are so high. The selloffs are quick and deep. The popularity of options and 0-dte coupled with algorithmic trading is contributing to this volatility. We had two of the largest spikes in the Vix in history over 1 day of bad news.
2-3 years
😂
Bro got distillation completely wrong, it's quite the opposite: DeepSeek is transferring its reasoning abilities to smaller popular open source models, basically giving them superpowers.
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