The sincerest form of flattery: on DeepSeek, NVIDIA, OpenAI and the futility of US chip bans
The DeepSeek episode can be two things at once: (i) a reflection of impressive Chinese AI innovation in the face of US chip bans and other restrictions, and (ii) the by-product of probable terms of service and copyright violations by DeepSeek against OpenAI. A Shakesperean irony: OpenAI may have had its terms of service violated after spending years training their own models on other people’s data. Warning: this piece is very geeky.
About Eye on the Market
Since 2005, Michael has been the author of Eye On The Market, covering a wide range of topics across the Markets, investments, economics, politics, energy, municipal finance and more.