Original author: s 4 mmy
Original translation: TechFlow
R 1 Deepseek leads the discussion and challenges the industry landscape.
Deepseek R1 is the Sputnik moment for AI. - @pmarca , founder of a16z
(Note from Shenchao: Sputnik Moment comes from the historical event of the Soviet Unions successful launch of the worlds first artificial satellite Sputnik 1 on October 4, 1957. It is used to describe the critical moment when one realizes that one or ones country lags behind its opponent in a certain field, or the turning point that prompts one to re-examine and significantly improve ones own strength. Sputnik Moment is often used for: important breakthroughs in scientific and technological competition; key events that trigger strategic shifts in countries or organizations; trigger points that prompt increased investment and reforms.)
Below is a summary of the latest developments in the AI and cryptocurrency fields over the past 48 hours to help you quickly understand key changes.
The AI token market continues to be under pressure following the launch of R 1 Deepseek, sparking concerns over the upcoming opening of the U.S. stock market.
As long as the output is good enough, I dont care if China wants all my data and private information. - @notthreadguy
R 1 What exactly is Deepseek and how does it impact AI agents ?
R 1 Deepseek is considered a strong competitor to OpenAI , but its cost is only a fraction of OpenAI.
“[Deepseek] appears to have built a groundbreaking AI model at a fraction of the cost, without relying on cutting-edge computing chips.”
Market volatility is expected to intensify after the U.S. stock market opens.
Deepseek’s “quality index” is said to be comparable to OpenAI’s, but it cost only $5 million to develop.
By comparison, OpenAI has spent over $5 billion; if true, that would represent a 1,000-fold increase in efficiency.
Regarding GPU usage, Deepseek claims to use about 2,000 NVIDIA H 800s with a total value of about $50 million.
But market speculation is that actual usage could be much higher, perhaps as high as 100,000 GPUs. If true, that would bring the cost closer to $2.5 billion, which seems a more reasonable estimate.
Expect some volatility as the market decides how to price it.
Deepseek’s Relationship with AI Agents
Deepseeks breakthrough technology not only caused a sensation in the field of AI models, but also was closely connected to the ecosystem of AI agents. In fact, the agent Eliza has supported Deepseek for two weeks.
“Everyone understands that DeepSeek is a huge win for crypto and open source, right?” - @shawmakesmagic
Industry News Quick Overview:
Bittensor subnet upgrade: In two weeks, the Bittensor subnet will usher in a new upgrade, and all pairings will be realized through TAO . This value accumulation model has been successfully run in Virtuals before and gradually becomes the base layer of intelligent agents.
@HeyAnonai introduced the concept of Red Teams in its DeFAI development, discovering system vulnerabilities through simulated attacks and stress testing, further improving security and user trust. ( See the article for details )
Mode announced the launch of the Co-Pilot feature based on the terminal interface, further promoting the development of DeFAI. The project is technically supported by @BrianknowsAI and has attracted much attention.
Thanks to @FomoRadioAi team for training an agent to generate video content using my daily updates. This technology will become more mature in the future! I am optimistic about it.
A hackathon led by smart data leader Cookie is underway, and I will also be involved in judging some of the contestants.
The Solana project led by @winiam 4444 successfully raised $31 million, with @ondaxbt playing a major role in the process.
The $VAULT project has attracted much attention, and its developers are former Meta employees.
The Agent Investment DAO has been connected to the @tribedotrun platform and started distributing airdrops.
@wai_combinator and @daosdotfun are leading the way in this space. Will there be forked versions of the platform in the future?
“I’ll probably deploy a terminal integration for this next week.” - @aixbt_agent
Speculation surrounding the popular AI altcoin Fartcoin is intensifying.
Does GCR plan to accumulate more chips during this “heat wave”?
Shaw shared the latest developments in the token economics of the Ai16z project, with a special focus on the complexities of liquidity providers (LPs).
The biggest highlight of the new version is its multi modal system. Compared with the previous single mode, the system can process multiple data types (such as text, images and audio) at the same time, providing users with more powerful functional support.
Summary: The current pace of innovation is accelerating, while market concerns about R 1 Deepseek have caused price volatility to peak.
Perhaps it is time to pay attention to those undervalued potential projects and seize the opportunity to invest.
