The Ledger
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DeepSeek Release Doubled Asian AWS GPU Rental Prices Due to Compute Demand
“And that was really strange because by Deep Seek Monday, it was super clear That this was going to be the most positive thing that had ever happened to compute demand. Prices in the AWS availability zones in Asia had already, like, doubled. You were seeing GPU…”
Wang: Chinese State Forbids DeepSeek From Communicating With Foreigners
“These companies generally don't like to talk to foreigners at the best of times. And then you have, An overbearing state that in some cases forbids deep seek from chatting with foreigners.”
Gurley: China's open AI models will enable experimentation unmatched in the US
“And so that level of competition, if it leads to four deep pocketed, all open products is going to be ultra powerful. And we've already learned that these models can train each other and help each other get better. So if you have four open ones that can all tr…”
Rao: Anthropic Reached Nearly $1B Run Rate by Late 2024 Series E
“At the end of 20, 24, we raised the Series E. You know, the business had scaled to, you know, close to a billion dollars of run rate revenue, but the day of our first close was the day of the DeepSeek news came out.”