DeepSeek - End of US Dominance in AI?
00:00 Intro
00:32 Large Language Model (LLM)
02:17 LLM Training
02:38 Training Costs
03:14 Inference
04:07 DeepSeek R1
04:45 DeepSeek Costs
05:21 DeepSeek Training Cost
07:52 DeepSeek Inference Cost
09:03 What happens to Nvidia?
nVidia Valuation: https://docs.google.com/spreadsheets/d/1fyR3FYJKgs_FA8lrUEdyrSl_GPHBKWcJWp-3TlP33R4/edit?usp=sharing
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References:
https://www.potentialmultibaggers.com/p/deepseeks-impact-on-american-tech
Related Episodes:
Nvidia Share price எங்கே போகிறது? : https://youtu.be/MmmRyH-JqvY
Is nVidia expensive?: https://youtu.be/AwhGfIHnaIU
Nasdaq 100 Vs S&P500: https://youtu.be/FkG_l6cfwPM
Equity Portfolio: https://youtu.be/KdCs3EWGJvQ
Index Fund Investing: https://youtu.be/RnBpP-lHNgw
Risks in Index fund investing: https://youtu.be/53I0X43PoWQ
LinkedIn: https://www.linkedin.com/in/vijay-mohan-sn/
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#VijayMohan #InvestmentInsights #InvestmentInsightsTamil #PaarthathumPadithathum
DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.
00:00 Intro
00:32 Large Language Model (LLM)
02:17 LLM Training
02:38 Training Costs
03:14 Inference
04:07 DeepSeek R1
04:45 DeepSeek Costs
05:21 DeepSeek Training Cost
07:52 DeepSeek Inference Cost
09:03 What happens to Nvidia?
nVidia Valuation: https://docs.google.com/spreadsheets/d/1fyR3FYJKgs_FA8lrUEdyrSl_GPHBKWcJWp-3TlP33R4/edit?usp=sharing
Instructions to copy the file:
If you are using mobile, click the three dots in the top right corner, then export & Share and then make a copy. That will copy the file to your account so that you can edit. If you are in a desktop computer, go to File - Make a Copy to copy the file.
References:
https://www.potentialmultibaggers.com/p/deepseeks-impact-on-american-tech
Related Episodes:
Nvidia Share price எங்கே போகிறது? : https://youtu.be/MmmRyH-JqvY
Is nVidia expensive?: https://youtu.be/AwhGfIHnaIU
Nasdaq 100 Vs S&P500: https://youtu.be/FkG_l6cfwPM
Equity Portfolio: https://youtu.be/KdCs3EWGJvQ
Index Fund Investing: https://youtu.be/RnBpP-lHNgw
Risks in Index fund investing: https://youtu.be/53I0X43PoWQ
LinkedIn: https://www.linkedin.com/in/vijay-mohan-sn/
Twitter: https://twitter.com/InvstmntInsght
Instagram: https://www.instagram.com/vm.investmentinsights/
Web: https://vijaymohans.com/
WhatsApp Channel: https://whatsapp.com/channel/0029VaA1zg26WaKfh2ETvj02
#VijayMohan #InvestmentInsights #InvestmentInsightsTamil #PaarthathumPadithathum
DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.
- Category
- Artificial Intelligence
- Tags
- Tamil, Vijay Mohan, Investment Insights
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