I feel that this time deepseek completely changes the previous concept of everyone stacking hardware performance to acquire AI dominance, directly threatening a market of trillions of dollars. The significant fluctuations in US bonds and the sharp drop in Bitcoin also signal something.

JFL : Just waiting for an opportunity and then panic. This is the rhythm before a big rise.

每天百分之一 OP JFL : There are many types of panic, and many panics are unfounded, such as when a stock rises too high and then experiences a profit-taking decline. Another example could be a local war, which can also be seen as a form of panic.
However, if a certain factor causes a large chunk of wealth to disappear, such as if someone trains a model for $5 billion in the past and now someone else trains it for just $5 million, it will be very difficult for you to recover that investment in the future as it will have essentially vanished. This impact would be significant. I do not wish for the latter scenario, as such a major drop could easily numb people and lead to inaction.

shearer soon : Die

AS LEE : buy