Kylie Robison

Everyone likes to talk about Jevons paradox, which is scale will still matter because if we're able to do this so efficiently with lower costs, that means if we do it with way more chips, then it will create better models. So you're going to see a lot of people on the Internet telling people to buy the Nvidia dip because Nvidia will still matter.

Everyone likes to talk about Jevons paradox, which is scale will still matter because if we're able to do this so efficiently with lower costs, that means if we do it with way more chips, then it will create better models. So you're going to see a lot of people on the Internet telling people to buy the Nvidia dip because Nvidia will still matter.

And, you know, an expert we talked to in our story was saying, you know, Nvidia was always sort of a bubble. They were always pretty surprisingly overvalued. And this perhaps is just a market correction. When I first saw this news, my take was this was the market's. excuse to level it out and bring some of these valuations down to earth. I think there's two arguments to be made.

And, you know, an expert we talked to in our story was saying, you know, Nvidia was always sort of a bubble. They were always pretty surprisingly overvalued. And this perhaps is just a market correction. When I first saw this news, my take was this was the market's. excuse to level it out and bring some of these valuations down to earth. I think there's two arguments to be made.

And, you know, an expert we talked to in our story was saying, you know, Nvidia was always sort of a bubble. They were always pretty surprisingly overvalued. And this perhaps is just a market correction. When I first saw this news, my take was this was the market's. excuse to level it out and bring some of these valuations down to earth. I think there's two arguments to be made.

And a lot of people are peering into the crystal ball and aren't able to predict the future. So the two arguments are, you know, the frontier labs, the people spending the most money in making, you know, the biggest, most capable models are saying, look, you know, if it's more efficient, that is better for us.

And a lot of people are peering into the crystal ball and aren't able to predict the future. So the two arguments are, you know, the frontier labs, the people spending the most money in making, you know, the biggest, most capable models are saying, look, you know, if it's more efficient, that is better for us.

And a lot of people are peering into the crystal ball and aren't able to predict the future. So the two arguments are, you know, the frontier labs, the people spending the most money in making, you know, the biggest, most capable models are saying, look, you know, if it's more efficient, that is better for us.

On the flip side, people are saying smaller startups and enterprises that want to cut their spend on AI might look at this and be like, wow, we can do something for much cheaper. We don't have to pay OpenAI a bunch of money or Anthropic through the tokens to do the same thing. So it does level the playing field in that sense.

On the flip side, people are saying smaller startups and enterprises that want to cut their spend on AI might look at this and be like, wow, we can do something for much cheaper. We don't have to pay OpenAI a bunch of money or Anthropic through the tokens to do the same thing. So it does level the playing field in that sense.

On the flip side, people are saying smaller startups and enterprises that want to cut their spend on AI might look at this and be like, wow, we can do something for much cheaper. We don't have to pay OpenAI a bunch of money or Anthropic through the tokens to do the same thing. So it does level the playing field in that sense.

But at the end of the day, the people who are paying for this want the most capable model. And If they're able to get their work done just as efficiently and as well and accurately with something that's as affordable as DeepSeek, maybe they'll use that.

But at the end of the day, the people who are paying for this want the most capable model. And If they're able to get their work done just as efficiently and as well and accurately with something that's as affordable as DeepSeek, maybe they'll use that.

But at the end of the day, the people who are paying for this want the most capable model. And If they're able to get their work done just as efficiently and as well and accurately with something that's as affordable as DeepSeek, maybe they'll use that.

There's obviously a lot of privacy and security implications with DeepSeek having servers in China, but it's an open source model that can be fine-tuned, just like Lama. But yeah, it remains to be seen how this will shake out.

There's obviously a lot of privacy and security implications with DeepSeek having servers in China, but it's an open source model that can be fine-tuned, just like Lama. But yeah, it remains to be seen how this will shake out.

There's obviously a lot of privacy and security implications with DeepSeek having servers in China, but it's an open source model that can be fine-tuned, just like Lama. But yeah, it remains to be seen how this will shake out.

I don't think it's going to change much other than people sort of asking the question that perhaps critics have been asking for a long time, which is why do we need all of these billions, sometimes trillions of dollars going into these models? It's been written for months now by investors. There's blogs about this.

I don't think it's going to change much other than people sort of asking the question that perhaps critics have been asking for a long time, which is why do we need all of these billions, sometimes trillions of dollars going into these models? It's been written for months now by investors. There's blogs about this.

I don't think it's going to change much other than people sort of asking the question that perhaps critics have been asking for a long time, which is why do we need all of these billions, sometimes trillions of dollars going into these models? It's been written for months now by investors. There's blogs about this.