Flash Deepseek v4.1 vs Tencent hy4
Good Alexander explains why buying NVIDIA at these valuations is a terrible bet when the downside in US tech is extremely high.
"The two best stocks in China, Huawei and DeepSeek, are private. I can't even buy them. So investors flock to Nvidia, which is now pretty expensive."
Então quer dizer que os democratas voltam ao poder nos EUA e uma das primeiras pautas já é frear os avanços das próprias empresas americanas de IA?
Liang Wenfeng, CEO da DeepSeek, triste com isso:
Remember when everyone was freaking out about DeepSeek?
Only Italy actually banned it. To all my Italian friends, is this ban actually enforced?
Sudah sampai ujung arsip
Semua deepseek