Hey, could you please make your points without resorting to the flamewar style? You've done that repeatedly in this thread, as well as in other threads recently (e.g. https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.
Parent Highflyer hedgefund only been around for a few years with 8B AUM, aka their single digit % management fees since founding is in low 100s millions total (for all operating expenses), hence fiscally cannot acquire 1B+ of just hardware capex. Deepseek having access to that much hardware doesn't pass basic smell test, and semi analysis has been dodging call outs on socials for this basic math illiteracy.
Hey, could you please make your points without resorting to the flamewar style? You've done that repeatedly in this thread, as well as in other threads recently (e.g. https://news.ycombinator.com/newsguidelines.html and taking the intended spirit of the site more to heart, we'd be grateful. The basic idea is to make your substantive points thoughtfully, regardless of how wrong anyone else is or you feel they are.
Didn't the deepseek paper itself state they trained on 2048 H200s?
Claiming they have access to 5x this amount is not such a bold claim?
Appeals to authority are so totally unconvincing.
What claims from the semianalysis article do you think are false? And based on what evidence?
Parent Highflyer hedgefund only been around for a few years with 8B AUM, aka their single digit % management fees since founding is in low 100s millions total (for all operating expenses), hence fiscally cannot acquire 1B+ of just hardware capex. Deepseek having access to that much hardware doesn't pass basic smell test, and semi analysis has been dodging call outs on socials for this basic math illiteracy.
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Semianalysis is a trusted and reputable source that has deep knowledge of the semiconductor industry and supply chains. So yes, they know.
> love your joke!
> Get a real life please.
> Too bad that you didn't learn this back in school.
Read the site guidelines, as you’re repeatedly resorting to personal attacks in your comments on discussions around DeepSeek or China.
https://news.ycombinator.com/newsguidelines.html
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