Vishal Grover

My tweets reflect my own views.

[Roland-Garros @rolandgarros]

Everyone wants to bid Gael farewell 💫

#RolandGarros

[Roland-Garros @rolandgarros]

A few of Stan Wawrinka's friends wanted to share a few words 🫶

#RolandGarros

[Carolina Marín @CarolinaMarin]

My path ends here. Thank you all, because you’ve also been part of it. In this new chapter, I will carry with me the values that have guided me so far, and I will try to give back to society everything it has given me over the years. It has been a wonderful journey ♥️

[Kartik Kannan @kartik_kannan]

Just arrived at Chennai Central and catching up with the gang at Shatabdi .

[Kartik Kannan @kartik_kannan]

The @LongRopeArmy unit from Bengaluru has just arrived for #IndvZim at Chennai Central. A little relaxation, a good lunch and then maybe an early day at the stadium

[Kartik Kannan @kartik_kannan]

Started this morning from Bengaluru along with 10 other LRA members (Long Rope Army). A little drama as one of our friends woke up at 540 am for a 6 am train and made it in time at 610 am at Bangalore Cantonment.

All set for #IndvZim as part of the #T20WC2026

[Vishal Grover @vgrover83]

@saurabh_42 @kartik_kannan @dheeruutweets L17

[Vishal Grover @vgrover83]

@archel3011 @kartik_kannan @dheeruutweets Details mentioned above. Ticket at MRP + BMS taxes (around 7.9k)

[Andrej Karpathy @karpathy]

https://t.co/Lb6T42n5jl

[Ben Rothenberg @BenRothenberg]

Another Sinner-Alcaraz final is booked, this time at the #USOpen.

Their era has been well underway for a while now.

[Royal Challengers Bengaluru @RCBTweets]

Mr Nags gets a little emotional, but carries his humour along, as he gatecrashes into the field of play, after last night’s incredible win. 😂

#PlayBold #ನಮ್ಮRCB #IPL2025 #RCBvPBKS

[Roland-Garros @rolandgarros]

For ever ♾️

#rolandgarros @RafaelNadal

[Roland-Garros @rolandgarros]

A 🐐 moment.

#RolandGarros

[Chennai Super Kings @ChennaiIPL]

What’s on the menu this morning? 💪🏻💛🙏🦁

#CSKvRCB #WhistlePodu

[BCCI @BCCI]

2024 💙💙 2025

CHAMPIONS!

#TeamIndia

[Cricket Australia @CricketAus]

The great Steve Smith has called time on a superb ODI career 👏

[Chess.com @chesscom]

PRAGG WINS THE TATA STEEL CHESS MASTERS 🏆

The Indian star clinches his biggest tournament victory by defeating Gukesh in blitz tiebreaks after a crazy final day! 👏

[Andrew Ng @AndrewYNg]

The buzz over DeepSeek this week crystallized, for many people, a few important trends that have been happening in plain sight: (i) China is catching up to the U.S. in generative AI, with implications for the AI supply chain. (ii) Open weight models are commoditizing the foundation-model layer, which creates opportunities for application builders. (iii) Scaling up isn’t the only path to AI progress. Despite the massive focus on and hype around processing power, algorithmic innovations are rapidly pushing down training costs.

About a week ago, DeepSeek, a company based in China, released DeepSeek-R1, a remarkable model whose performance on benchmarks is comparable to OpenAI’s o1. Further, it was released as an open weight model with a permissive MIT license. At Davos last week, I got a lot of questions about it from non-technical business leaders. And on Monday, the stock market saw a “DeepSeek selloff”: The share prices of Nvidia and a number of other U.S. tech companies plunged. (As of the time of writing, some have recovered somewhat.)

Here’s what I think DeepSeek has caused many people to realize:

China is catching up to the U.S. in generative AI. When ChatGPT was launched in November 2022, the U.S. was significantly ahead of China in generative AI. Impressions change slowly, and so even recently I heard friends in both the U.S. and China say they thought China was behind. But in reality, this gap has rapidly eroded over the past two years. With models from China such as Qwen (which my teams have used for months), Kimi, InternVL, and DeepSeek, China had clearly been closing the gap, and in areas such as video generation there were already moments where China seemed to be in the lead.

I’m thrilled that DeepSeek-R1 was released as an open weight model, with a technical report that shares many details. In contrast, a number of U.S. companies have pushed for regulation to stifle open source by hyping up hypothetical AI dangers such as human extinction. It is now clear that open source/open weight models are a key part of the AI supply chain: Many companies will use them. If the U.S. continues to stymie open source, China will come to dominate this part of the supply chain and many businesses will end up using models that reflect China’s values much more than America’s.

Open weight models are commoditizing the foundation-model layer. As I wrote previously, LLM token prices have been falling rapidly, and open weights have contributed to this trend and given developers more choice. OpenAI’s o1 costs $60 per million output tokens; DeepSeek R1 costs $2.19. This nearly 30x difference brought the trend of falling prices to the attention of many people.

The business of training foundation models and selling API access is tough. Many companies in this area are still looking for a path to recouping the massive cost of model training. Sequoia’s article “AI’s $600B Question” lays out the challenge well (but, to be clear, I think the foundation model companies are doing great work, and I hope they succeed). In contrast, building applications on top of foundation models presents many great business opportunities. Now that others have spent billions training such models, you can access these models for mere dollars to build customer service chatbots, email summarizers, AI doctors, legal document assistants, and much more.

Scaling up isn’t the only path to AI progress. There’s been a lot of hype around scaling up models as a way to drive progress. To be fair, I was an early proponent of scaling up models. A number of companies raised billions of dollars by generating buzz around the narrative that, with more capital, they could (i) scale up and (ii) predictably drive improvements. Consequently, there has been a huge focus on scaling up, as opposed to a more nuanced view that gives due attention to the many different ways we can make progress. Driven in part by the U.S. AI chip embargo, the DeepSeek team had to innovate on many optimizations to run on less-capable H800 GPUs rather than H100s, leading ultimately to a model trained (omitting research costs) for under $6M of compute.

It remains to be seen if this will actually reduce demand for compute. Sometimes making each unit of a good cheaper can result in more dollars in total going to buy that good. I think the demand for intelligence and compute has practically no ceiling over the long term, so I remain bullish that humanity will use more intelligence even as it gets cheaper.

I saw many different interpretations of DeepSeek’s progress here in X, as if it was a Rorschach test that allowed many people to project their own meaning onto it. I think DeepSeek-R1 has geopolitical implications that are yet to be worked out. And it’s also great for AI application builders. My team has already been brainstorming ideas that are newly possible only because we have easy access to an open advanced reasoning model. This continues to be a great time to build!

[Original text: https://t.co/yiOHeGJgLZ ]

[Bastien Fachan @BastienFachan]

Remember this iconic Nike Tennis photoshoot from the 2015 US Open?

Well, Madison Keys just won the *100th* Grand Slam of the group!

Serena Williams - 23
Rafael Nadal - 22
Roger Federer - 20
Pete Sampras - 14
Andre Agassi - 8
John McEnroe - 7
Maria Sharapova - 5
Madison Keys - 1

[Coldplay Access @coldplayaccess]

Chris Martin honoring professional cricketer Jasprit Bumrah on the Jumbotron! 🏏

#ColdplayAhmedabad 2/2 🇮🇳