Of course DeepSeek lied about its training costs, as we had strongly suspected. SemiAnalysis has been following DeepSeek for the past several months. High Flyer, DeepSeek’s owner, was buying Nvidia…
Customer acquisition cost for a future service, which is ~fixed after training costs, assuming we can consider distribution costs as marginal. Reasonably impressive accomplishment, if one is taking the perspective of SV SaaS-financing brain.*
*I don’t recommend you do this for too long, that’s how some of the people currently prominent in the news got to be the way that they are
well, it’s free to download and run locally so i struggle to see what the grift is
Customer acquisition cost for a future service, which is ~fixed after training costs, assuming we can consider distribution costs as marginal. Reasonably impressive accomplishment, if one is taking the perspective of SV SaaS-financing brain.*
*I don’t recommend you do this for too long, that’s how some of the people currently prominent in the news got to be the way that they are
fuck off promptfan