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#DeepSeek

2 dispatches

• Reading Note

DeepSeek in Africa

Earlier this year, a Chinese company called DeepSeek took the AI world by surprise by releasing an incredibly cheap, performant reasoning model called DeepSeek R1. The result was an outpour of commentary on how Meta’s open sourcing of Llama led to its creation, whether or not the reported lower training cost for DeepSeeek’s model meant the end of NVIDIA’s business, and whether...

• Reading Note

Google’s New Weapon in AI — Cloudflare

Tech strategy is difficult AND fascinating because it’s unpredictable. In addition to worrying about the actions of direct competitors (i.e. Samsung vs Apple), companies need to also worry about the actions of ecosystem players (i.e. smartphones and AI vendors) who may make moves that were intended for something else but have far-reaching consequences.