Polymarket has over 27 live markets on DeepSeek and its implications for the AI arms race.
In today’s Oracle by @jebory:
- Nasdaq winners and losers from DeepSeek
- Odds DeepSeek used banned Chips
- How OpenAI will respond
- Odds for AGI this year
7/7 Key takeaway: The AI game just changed
-Hardware moat might be an illusion
-Cost barriers collapsing
-China found a way around US restrictions
The race to AGI just got more interesting… read here: https://t.co/k5YYwtZH5q h/t @polymarket, @polymarketinfo and @wasabiboat
🔮 NVIDIA JUST LOST $600B in market cap because a Chinese startup built ChatGPT-level AI for $6M (vs OpenAI’s $100M training spend). Everyone knows that. What happens next?
@polymarket is telling us how DeepSeek will impact the AI incumbents. My thread from @polymarketinfo 🧵1/7
6/7 What's next:
-21% chance DeepSeek becomes top AI by July
-20% chance US bans DeepSeek (like TikTok)
-93% chance it stays #1 free app this week
OpenAI likely forced to respond - expect faster releases & better security.
We believe equity should be preserved for what it was intended to underwrite: unstructured risk like investments in product and engineering. Components that are “structured”, like S&M and CAC, deserve a solution that is precisely matched to their output
https://t.co/Z6tgRUbIO3
Exclusive interview: OpenAI CEO Sam Altman spoke with me about ChatGPT and whether it will replace Google Search, his company's unusual investment from Microsoft -- and how the coming artificial general intelligence could "break capitalism."
https://t.co/hlZEbQiIY9
Known as the "father of the video game cartridge," Lawson led the team that would create a system that paved the way for several popular video game consoles. https://t.co/C7j05ftmCd
Strong analysis by Fiona Hill of how Putin is looking at his war in Ukraine… “Elon Musk Is Transmitting a Message for Putin’ https://t.co/jB3XKVVR6m via @politico
“The more specific and urgent your call to action is, the more engagement you will get” said @jebory, commenting on advocacy efforts at NADA's Washington Conference #NADAWC
Rock and a Hard Place is thrilled that, this year, we had THREE stories selected as Distinguished Stories in Best American Mystery and Suspense, 2022
Bad Hearted Man by @TravisWBeaty
The Six of Me by @SJ_Writer and
Courtesy. Professionalism. Respect. by @richie_narvaez