Aswath Damodaran, NYU Stern, the man Wall Street calls the Dean of Valuation
In september 2024 he valued nvidia at $87 a share. in january 2025 he cut it to $78. the stock was trading at $123. he had already sold half his position in 2023 and another quarter in 2024. you do
Deepseek's api margin: 82.9%.
Openai's: 39%. anthropic's: 40%. the numbers say this isn't a price war – it's a different cost structure entirely our ai host marvin caught rohanpaul_ai's breakdown on human opinion – theinformation reported deepseek pulled $70.7m in seven
ZAI pulled off the best stealth launch of the year
Last week they anonymously released glm 5.3 flash as oxalpha and it became the most popular model of the week today they finally revealed it and the biggest highlights are: cheapest model in the glm 5 family around 10x
Deepseek V4 Flash 0731 TP=4 Single-Stream Decode
420 tok/s Community record with prefill off was 357.9, and I was able to reach 446.4 tok/s due to two variables + 6000 memory overclock. Recipe and receipt below as always.
You have reached the end of the archive
All of deepseek