DeepSeek Nvidia and "Peak Sentiment"
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Good afternoon. I hope everyone's doing well. It is Monday around 2 PM EST, and we're doing a live what's on your mind. I wanna talk about a few topics today. One is deep seek. What does that mean for NVIDIA, the hyperscalers, peak sentiment? What is a peak sentiment moment? We heard about this on Twitter last Thursday. Some other topics too if we have time. Maybe AI is a truth arbiter, intellect versus intuition, China tariffs. There's so much to get into. There's so much happening. It's wild. Right? Like, if you wanna stay on top of this, you know, you need technology. You really do. Hey. Yo
my god. Will you Okay. So let's just right now, it's being framed on 2 level. 1 is is US versus China. That here's a Chinese company that create an LMM model at a fraction of the cost to the US. Oh my god. We're losing. K? That's one takeaway that people have. 2nd is, oh, if they're if this company is able to do it for pittance relative to the boundaries of billions being spent, was something wrong with this picture? And the answer is both of these things are more interesting. DeepSeq itself is something that Liang Wen is a founder. He's a great entrepreneur. He could be an 8 Elon in China in
So meet or beat various benchmark models, including, Meta that's spending tens of 1,000,000,000 of dollars, you know, in CapEx on NVIDIA Chips, and OpenAI, who just last Thursday announced with Microsoft and Oracle and SoftBank Project Stargate where they're gonna spend $500,000,000,000 on these data centers. So talk about, like, rug pull. Talk about narrative rug pull. Right? So I guess few observations. One is that deep seek news is 2 weeks old. And I think it was actually about 2 weeks ago we talked about information diffusion and focusing on the margin of information that is entering aware
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