DeepSeek - The Chinese AI That Crashed The Markets
Let's talk about DeepSeek and DeepSeek-R1.
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Resources From Today's Video:
DeepSeek Stock Impact: https://www.cnn.com/2025/01/27..../tech/deepseek-stock
Andreessen DeepSeek Praise: https://x.com/pmarca/status/1882719769851474108
NVIDIA Market Analysis: https://x.com/mreflow/status/1883975293683351722
DeepSeek V3 Paper: https://github.com/deepseek-ai..../DeepSeek-V3/blob/ma
DeepSeek Research: https://arxiv.org/pdf/2501.12948
DeepSeek R1 Guide: https://www.datacamp.com/blog/deepseek-r1
DeepSeek Homepage: https://www.deepseek.com
DeepSeek Signup Issues: https://www.businessinsider.co....m/deepseek-issues-ac
Chinese AI Context: https://x.com/hxiao/status/1882649545982849031
NVIDIA Stock Drop: https://www.investopedia.com/n....vidia-stock-worst-da
Market Impact Analysis: https://www.investing.com/news..../stock-market-news/n
DeepSeek Training Discussion: https://manifold.markets/Andre....wPeterson960c/did-de
AI Compute Demand: https://x.com/garrytan/status/1883037020207153580
Jevons AI Paradox: https://x.com/satyanadella/sta....tus/1883753899255046
Jevons Definition: https://en.m.wikipedia.org/wiki/Jevons_paradox
Janus Model Release: https://x.com/rowancheung/stat....us/18839176816420702
Janus Technical Report: https://github.com/deepseek-ai..../Janus/blob/main/jan
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Time Stamps:
0:00 Intro
1:02 Explaining DeepSeek-V3
4:11 Explaining DeepSeek-R1
6:37 Why People Are Freaking Out
8:18 DeepSeek is a Side-Project
9:09 Counter-Arguments To Freak Out
13:00 Jevon's Paradox
15:12 How To Use DeepSeek Yourself (Plus Examples)
20:41 DeepSeek Janus-Pro
22:35 Final Thoughts
