This is by far the best article I've read on Deepseek, written by a value investor @doodlestein, who walks through Deepseek's main technical innovations and their implications for training and inference usage.
Also walks through HW/SW threats for $NVDA
https://t.co/WvWF4PmVjV
Changing your mind should be celebrated. People call each other out over past contradictory statements like it's a big gotcha or a sign of hypocrisy and fraud. Maybe sometimes, but much more often it's a sign of growth, humility, and willingness to learn and integrate new info.
12. Founder AMA. Once a week, usually over a few beers, a company should get together and the founders must take the ‘hot seat.’ Employees are then able to ask the founders any question at all.