The only rational response to short timelines

Liang Wenfeng, founder of DeepSeek, was invited by Premier Li Qiang to provide feedback on the draft Government Work Report at a high-level consultation meeting today. Per CCTV readout, the meeting brought together "academics, entrepreneurs, and representatives from various

DeepSeek-R1 naturally learns to switch into other languages during CoT reasoning. Penalizing this reduces performance, suggesting CoT contains hidden info that cannot be easily verbalized in other languages Bad news for anyone planning to monitor CoT for signs of misbehavior

China moves fast $8B investment fund for AI startups scmp.com/tech/big-tech/…

What we know about High Flyer and DeepSeek: ▪️ High-Flyer was a quant fund with $8 billion in AUM. ▪️ DeepSeek was "self funded" by High-Flyer. Can a $7B AUM hedge fund self fund $1.6B of capex? Highly unlikely.

It’s all fun and games in the AI race until China moves up the Taiwan invasion date to take out American access to TSMC

Romania just barred the leading candidate for president from the race, and EU leaders are approving. This will completely work with no visible downside whatsoever.

Where is the best prediction market on GPU rental prices?

So excited to see the next batch of models out of Malaysia

Nvidia AI Chip Shipments to Malaysia Break New Record: Nearly $3 Billion Worth of GPUs in April Last month, I shared how—despite U.S. warnings to Malaysia and requests to monitor chip imports and smuggling—the country has been breaking records like never before. Nearly $2