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Rethinking AI: DeepSeek’s playbook shakes up the high-spend, high-compute paradigm


DeepSeek's advancements were inevitable, but the company brought them forward a few years earlier than would have been possible otherwise.

If you get starry eyed believing these incredible results were achieved even as DeepSeek was at a severe disadvantage based on its inability to access advanced AI chips, I hate to tell you, but that narrative isn’t entirely accurate (even though it makes a good story). This, combined with China’s national push toward controlling the entire vertical stack of AI infrastructure, resulted in accelerated innovation that many Western observers didn’t anticipate. At the same time, this approach is gaining traction, as again DeepSeek builds on the body of work of others (think OpenAI’s “critique and revise” methods, Anthropic’s constitutional AI or research on self-rewarding agents) to create what is likely the first full-stack application of SPCT in a commercial effort.

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