Ben Thompson / Stratechery:
An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more — It’s Monday, January 27. Why haven’t your written about DeepSeek yet? — I did! I wrote about R1 last Tuesday.
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