John Ruich

So we really don't know what the total development cost was, how inexpensive it was. The second caveat is It has to do with the hardware, has to do with the chips that are critical to developing AI.

So we really don't know what the total development cost was, how inexpensive it was. The second caveat is It has to do with the hardware, has to do with the chips that are critical to developing AI.

It's tricky. You know, the chips that really matter for AI are made by NVIDIA, which, by the way, took a massive tumble on the stock market after the deep-seek news. Back in 2022, NVIDIA were told they couldn't sell their best product to China. Of course, some of those chips were already there. Some may have leaked in.

It's tricky. You know, the chips that really matter for AI are made by NVIDIA, which, by the way, took a massive tumble on the stock market after the deep-seek news. Back in 2022, NVIDIA were told they couldn't sell their best product to China. Of course, some of those chips were already there. Some may have leaked in.

It's tricky. You know, the chips that really matter for AI are made by NVIDIA, which, by the way, took a massive tumble on the stock market after the deep-seek news. Back in 2022, NVIDIA were told they couldn't sell their best product to China. Of course, some of those chips were already there. Some may have leaked in.

But they made a slightly downgraded version at the time that they could sell to China legally. That's what DeepSeek says it used to train its latest model. Wow. The Biden administration subsequently decided that those chips were actually too powerful. They banned those ones from being sold to China, too. That was in 2023. A year had passed. The horse was sort of out of the barn.

But they made a slightly downgraded version at the time that they could sell to China legally. That's what DeepSeek says it used to train its latest model. Wow. The Biden administration subsequently decided that those chips were actually too powerful. They banned those ones from being sold to China, too. That was in 2023. A year had passed. The horse was sort of out of the barn.

But they made a slightly downgraded version at the time that they could sell to China legally. That's what DeepSeek says it used to train its latest model. Wow. The Biden administration subsequently decided that those chips were actually too powerful. They banned those ones from being sold to China, too. That was in 2023. A year had passed. The horse was sort of out of the barn.

Here's Gregory Allen, the director of the Wadwani AI Center at the Center for Strategic and International Studies in Washington.

Here's Gregory Allen, the director of the Wadwani AI Center at the Center for Strategic and International Studies in Washington.

Here's Gregory Allen, the director of the Wadwani AI Center at the Center for Strategic and International Studies in Washington.

So Alan says that era will end. Chinese companies like DeepSeq will run out of those near cutting edge chips pretty soon or sooner or later. They can't buy new ones because of the export ban. China doesn't have the capability to make anything like them. So yes, they did something pathbreaking here. But China faces a potential worsening computation constraint on the horizon.

So Alan says that era will end. Chinese companies like DeepSeq will run out of those near cutting edge chips pretty soon or sooner or later. They can't buy new ones because of the export ban. China doesn't have the capability to make anything like them. So yes, they did something pathbreaking here. But China faces a potential worsening computation constraint on the horizon.

So Alan says that era will end. Chinese companies like DeepSeq will run out of those near cutting edge chips pretty soon or sooner or later. They can't buy new ones because of the export ban. China doesn't have the capability to make anything like them. So yes, they did something pathbreaking here. But China faces a potential worsening computation constraint on the horizon.

You bet.

You bet.

You bet.

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