That’s the gist of Emanuel Maiberg’s relatively chill take at 404 Media:
The main reason people are excited/scared/throwing up right now is that DeepSeek was developed and released under America’s export restrictions that prevent Chinese companies from getting the latest and most powerful Nvidia chips. As Wired explained, DeepSeek was spun out from High-Flyer, a Chinese hedge fund that originally acquired GPUs to analyze financial data, before it invested its money and…
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https://nymag.com/intelligencer/article/deepseek-r1-ai-panic-impact-commentary-analysis.html
