China’s Deepseek has shaken AI world with an open source of the apological source reported to work more efficiently than several vipers. The most amazing claim of the company claims that its AI technology is only for $ 5.6 million.
The figure increased eyelids, especially since companies such as Openai and Anthropic spent hundreds of millions a year to develop their different types of languages. At that time, Tech Giants are similar to Microsoft targets 80 billion spending in 2025, and Teta revealed a number of 6 billions of $ 155 billion this year, most of them were directed to GPU Kanvidia.
As an investor in Openai and Anthropic through Fundrise, and the owner of many major US shares, Deepseek’s performance is surprised.
The need is a mother of invention
It was established in 2023 by Liang Wenfeng, former Ai-Driver Quant Hedge Head Hedge High-Flyer, Deepseek welcomed the open source of AI. This strategy allows the worldwide international community to check, improve, and establish their software.
Deepseek is looking for the matching of the R1 model or skipping the best OPENAI AND META products in the same metrops like AIME 2024 (General Information), and Alpacaeval 2.0 (Q & A ). It also is listed on top of the former UC Berkeley’s Chatbot Arena. All of this is hard to believe with limited services.
The mobile phone for the company, launched early in January 2025, ranging up immediately to iphone downloading charts in countries such as US, Australia, and the UK What makes Deepseek differentiate its ai, R1, describing thinking its before bringing the answers. -the important difference between competitor as Openai’s ChatGPt.
How does the small start of less than 200 employees and the budget part of what are most interested in retirement to be successfully competitive with US breadies? The answer may be the need. When something is important, inventing often follows.
Do all the necessary to survive
Similarly, consider the financial samurai – just a group of two people (I and I) working on a small budget, but is unable to compete successfully with large sites with bars, editors, and private. I wrote this article from 4:30 AM to 6:15 AM PST while I was on the Palaades Skirist, Lake Tahoe because, since 2009, I feel responsible for the Financial Samurai students.
If we may lose everything and we need to rename our whole number by winning millions online to feed our children, I’m sure we can. Nothing will not do his children.
However, if the Financial Samurai would conduct the same level as Deepseek, it would be like this strategy that produces a lot of traffic New York Times-The news psychological stage of 1.700 journalists and 5,800 employees in total. Such success can be It is almost impossiblethat’s why I find it hard to believe that Deepseek has used only $ 5.6 million without finding Great support to Chinese government.
The other side of the currency
Alex Wang settled in the US, the Scale Ai CEO at the age of 28, told CNBC:
“Chinese labs have more H100 than people think about,” referred to Nvidia’s GPUs, were prevented from send to China. “My understanding is that Deepseek has about 50,000 H100 – who can talk about it, apparently, because it breaks the US export controls.”
The sound conclusion seems to have Deepseek has more resources than that disclosing the community. If the first shock is already inactive, those who have an internal knowledge will probably show the actual level of skills and depths of Deepseek.
What I think will happen and I plan to invest in Ai
It is clear that no US AI company will always do nothing while its future – and good – is at risk. Here’s what foretells:
- The US will accept an open source of the Source AI to work very well and invent new things immediately, including Deepseek’s. Investing in the intellectual property and investors will continue, but at a fast speed.
- NVIA and the other Ai Chip Manufacturers may face up to 20-25% decrease, followed by repetition as AI acceptance as fast as the jevon’s puzzle. The Jevons Paradox says, in time, the increase in the efficiency of resources will create an increase in resources instead of decreasing.
- Trump management will take additional steps to protect the US AI industry. Its $ 500 billion infrastructure announcement for Oracle infrastructure – led by Oracle, Openaai, and Softbank – indicates how serious this race is.
- Microsoft Technologies such as Microsoft, Meta, Amazon, and Papantir may come up to 10-15%, but they will return and as low AI costs lead to high profit.
In the light of these methods, I to buy a dip In the US Tech-Cap Cap and Independent Companies of AI. Low costs mean the acceptance of a big AI and ultimately high profitable for these companies.
Apple represents one of the best beneficiaries in Deepseek development. For its Great Environmental Affairs program and late entry into the capital spending of Ai Capex, Apple is in a good financial position, the increase in the approval of AI, the future salary, and improved customer satisfaction. I’m talking to my book as Apple is my biggest stocking stock.
Please note, this is not your investment advice. It is simply revealing what I do with my money. Dangerous goods are not guaranteed, and you must be fully committed to your financial decisions.
The retail houses may also see the increase in demand
If the S & P 500 is facing 10% + Reviews in the next 3-6 months, the provision of the Treasury will probably decrease the safety of the risky return.
The sub-treasury will result in reducing borrowed inflation rates, further a major need for US trades. This may remind the investors with increasing termination between residential databases and stock market from early 2023. Additionally, many may review the idea of changing market benefits into material assets, such as retail households, which provide both stability and daily service. .
I will continue with the dollar cost I have entered S & P 500, private companies of AI, high technology, and residential areas. It is at times of market shock when proper investment is very serious. If you focus on long-term goals can be a retirement or future hearing for your children – spending money during inflation is very easy to do.
One thing is sure: AI and investment areas are immediately evident, creating both risks and opportunities for those who remain experienced.
Students, What is your comments about Deepseek Source Model? Do you believe that the company really spends $ 5.6 million for successful reproduction and popularity of Openai, Anthropic, Google, and Meta? Is this the beginning of the magnification 7 conclusion. Or do you think the US technology will improve their competitive approach? And by sale of current reproach, how do you spend your money?
Also, this title is not your investment advice. It is simply revealing what I do with my money. We have completely different financial situations. Invest in installing yourself at risk.
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