4 Comments
User's avatar
Daniel's avatar

Clear thinking here. inference cost structure is one of those load-bearing details that determines whether something actually ships.

Daniel's avatar

The V4 speculation is intriguing. MoE scaling dynamics at this level will be fascinating to watch.

Michael Spencer's avatar

DeepSeek appears fairly transparent in their papers and functioning as a legit Research lab, without just chasing commercial profits. Their founder is a unique force in the Chinese ecosystem.

Amihai Loven's avatar

Thanks for sharing. Insightful. Indeed, the fountain of innovation in him is not an expression of Greed.