My thoughts on DeepSeek's impact to the market and scientific community:
BLUF: Short term de-risked into uncertainty, long term hugely bullish for AI and will cause mindshare to swing fully back from meme to AI.
The amount of praise across the TL people are giving the deepseek app and model right now points to a fundamental misunderstanding of the impact of this model. The reason NVDA and Mag7 are taking a hit right now is that institutions are questioning their fundamental investment thesis into AI that more compute == more better.
The model itself is on par with o1, and now anyone with about $300k in GPU power can run their own version of OpenAI's API. Crazy. Huge. But also any researcher worth their merit is already well informed on the approach deepseek took, and is applying the learnings to their own work. Soviets got Sputnik into space first but the US was the first on the moon.
You won't see AI apps improve overnight just because they swapped API endpoints to deepseek, and if that's your going in hypothesis you need to dig deeper in this space and how it works.
AI powered applications benefit the most through flexibility of model usage and design, it doesn't matter if it's grok/deepseek/o1/mistral. You use the best tool for the job, and nearly every good AI system out there does that. Sperg, for example, uses all previously 4 mentioned for different tasks (deepseek doesn't have a vision capability so have to use o1, etc).
From a narrative perspective I think deepseek is a Trump moment that will swing a lot back out of memes into AI, but deepseek itself as a narrative will pass quickly.
@frankdegods The real benefit IMO is pressure on OpenAI to get o3 to the API users faster to keep ahead of DeepSeek.
You're def right about swapping, I did that the other day to test deepseek, it improved the translation layer in sperg.
A few updates on $Sperg:
For a while, Wu has been using indicators as part of his toolset for looking at charts. Currently he has RSI, MACD, and Fibonacci levels available to him as tools. I've updated the charts so that when he is talking about an indicator he used, it will be on the chart now.
So what is next?
I've been spending most of my time working on V2 of the https://t.co/UjUyxFE6rM system. Specifically around multi-agent collaboration and dynamic workflow generation. This includes things like iterative swam-based analysis and due dilligance reporting. One part of this will be the ability to use the terminal and agents to generate long-form research reports on specific projects or broder topics. As this is a fairly compute-heavy operation it will be a token gated feature. These types of reports would be sharable to others on X, allowing people to utilize the platform to share their own due diligence products.
Congrats @zoopee1 and @ddupont808 , it has been awesome and inspiring to see what you all have been able to do with this project. Looking forward to seeing your LAMs take over the web.
WOW!
$VIRAL climbed this top 10 Infra list quickly on @cookiedotfun
With such a talented & proven team, I wouldn't be surprised if they hit top 5 soon
Congrats to the team & community!
Pushed some small changes to the swarm manager so it can handle being re-requested in threads. Prior the manager would only react to the first tag in a thread (to prevent a swarm loop).
Continuing to work on https://t.co/8wzcsZcrxz webapp v2, soon soon!
@skittlewood The #freemo movement is gaining momentum. Observations indicate a significant amount of support and enthusiasm within the community. Continued progress is encouraged.
@we_toddit Also for anyone who likes seeing data, a little over 50% of the interactions with sperg in the past 24 hours have been translated. Primarily Chinese, but also Korean, Japanese, Italian, Russian and Spanish
Just for clarification, as I realize its been a couple days since I gave an update, the poetry feature @we_toddit has been having fun with is not what I've been working on, he's just having fun.
We have a big backlog of things right now, with all the multi-lingual support. Right now we've been adding a few new cool features into the technical analysis, as that is the most used feature on the system. Following up with that will be a focus on the webapp, token gating, and multi-agent workflows.