Comment by pingou
6 hours ago
But surely Google has both ML people and people expert at optimising stuff, be it hardware or software. In my opinion they have the talent, the sheer number of employees and the capital. Can deepseek really have people much more talented at optimizing stuff?
The answer is a lean team that is also resource constrained. This not only fosters creativity, but also reduces bloat. People heavily underestimate how much inefficiencies(bloat) heavy bureaucracy adds.
To us, outside of the US, it was pretty obvious from day 1 of US chip-related sanctions on China that it will actually end up benefitting them more than punishing them.
Just wait till they flood the market with dirt-cheap GPU chips. And these are coming.. pretty soon.