Fundstrat's Tom Lee says today's crash looks like Liberation Day plus DeepSeek, and he's heard stories of large hedge funds being liquidated
"I think there are stories of some large hedge funds actually being liquidated now" "The longest it took to bottom was three days" "Then
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Carnegie's Scott_R_Singer on which Chinese labs are closest to the frontier
"In the US you really have OpenAI, Anthropic really pushing the frontier, and then you have GDM, Meta, a bit behind." "But in China, you still have credibly pushing the frontier DeepSeek, Alibaba,
Qwen 27 a ship in the ocean.
Deepseek Harness vs Claude Code Ultracode. Ultracode took 5.4 hours... Deepseek Harness 88 minutes. The extra time on my rig was NOT worth it 😂
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