Hogan schreef op 27 januari 2025 21:54:
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What Is DeepSeek?
DeepSeek is a Chinese AI startup. It is a research lab founded in May 2023. However, unlike most AI companies — in both China and the West — this company didn’t invest in expensive GPU hardware to develop its models. Instead, it relied on reinforcement learning with a budget much, much lower than what OpenAI and other AI startups have. In fact, DeepSeek-V3's $5.6 million training cost is a fraction of Sam Altman’s $20 million McLaren car. The idea that such a small investment would lead to a breakthrough this big would’ve been unfathomable just a month ago.
What Did DeepSeek Do?
DeepSeek released its R1 model on January 20, 2025. This model beats most other AI models handily. It isn’t the best model across benchmarks, but the real achievement is that DeepSeek-R1 costs $0.55 per million tokens (cache misses) and is as low as $0.14 for cache hits. OpenAI’s o1 costs $15 to $16.5 per million tokens to use. You don’t need to know the technical terms to realize how much more efficient R1 is. DeepSeek is 95% cheaper for comparable reasoning tasks. The cost to train this model is rumored at around $12 million.
GPT-4 reportedly cost hundreds of millions of dollars to make. OpenAI is reportedly spending $500 million per six-month training cycle for its GPT-5 model. And GPT-4 isn’t even a reasoning model.
How Fast Is DeepSeek Catching Up?
DeepSeek is catching up extremely fast, and there’s a good argument it is leaving most AI startups behind. DeepSeek coder was released in November 2023. It then released DeepSeek-V2 in early 2024 and it released DeepSeek-V3 in late 2024. It then released DeepSeek-R1 less than a month after DeepSeek-3. This is a rapid iteration cycle, and the fact that it is open source likely means this is going to have a huge impact as other AI companies try to replicate this efficiency.
Was ik toch bijna ingestapt met die als maar stijgende koers.
En toen kwam de verrassing.
Als je het bovenstaande leest is dit wel zorgwekkend.
En speciaal voor nebius.
Dus zelf op deze koers die heel goedkoop lijkt zou ik oppassen.
Maar ja de gekte van vandaag is morgen misschien weer over maar toch het verhaal is wel zorgwekkend.