New Delphi Podcast with accelxr, author of our latest report on China’s AI labs
He went into the research thinking China was mostly distilling US models and benchmark-maxing. He came out with a very different view We cover: – Why DeepSeek is doing real research, not just
Over the weekend, video understanding was added to deepseek in brazosd.
It can find good movements from long training videos, then disassemble and edit the movements, and then review and improve the movements. Sports action analysis should require a relatively high FPS, and it can do this, which is really powerful. It’s shocking to read a 1-minute tennis training video, and the token is less than 10 cents.
This conspiracy actually makes way too much sense
Moon dev: "deepseek is getting absolutely crushed right now and nobody is talking about why" "here's the part that made my jaw drop, didn't the hedge fund build this thing themselves"
In the era of the great gold rush, you should most look for the shovel-selling AI, meme, RWA
In the era of the great gold rush, you should most look for the shovel-selling AI, meme, RWA, x402... A bunch of new things are breaking out, where are the opportunities? The opportunity certainly lies in real-world applications where each segment is mismatched in value. Here comes the paradox.
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