Overnight, the American AI community has been discussing DeepSeek, and investors are anxious, "Is this shorting NVIDIA?"

One week after the release of the R1 model, the mysterious AI company DeepSeek from China has taken over major media and social networks in the United States. AI investor "modest proposal" tweeted with a puzzled expression:

Why has DeepSeek suddenly become the mainstream focus today? What triggered it?

This has stirred up a lot of discussion, with netizens expressing, "Yes, indeed, it's quite strange," and everyone chiming in, creating quite a buzz.

Some speculate that it might be because: on January 20, DeepSeek released the R1 model, which can rival OpenAI's O1. However, the proposal guy persistently questioned why it became popular today, specifically on a Monday.

TMT Breakout, an influencer with 20 years of investment experience, summarized four possible reasons:

1. Algorithm of the X platform; 2. Andreesen tweeted praise; 3. The New York Times published an article; 4. Due to reflexivity, NVIDIA's pre-market drop.

The Andreesen mentioned here clearly refers to Marc Andreesen, the founder of top Wall Street venture capital firm A16Z. What did he say?

DeepSeek R1 is one of the most astonishing and impressive breakthroughs I have ever seen, and it is open source, a great gift to the world.

Wow, the big shot is really generous with his praise for DeepSeek. Andreesen has invested in OpenAI, Databricks, Shield AI, all of which are industry leaders. The chatbot Character.ai is also one of his investments.

It can be said that Andreesen is an authority on the cutting-edge developments in AI.

Now that an authoritative figure has given DeepSeek a "stamp of approval," it certainly carries weight.

However, DeepSeek deserves this "high praise." The V3 model released last month was made with just 5.5 million yuan and 2,000 cards, achieving results as good as those produced by OpenAI with hundreds of millionsThe R1 reasoning model released this Monday has amazed everyone and received countless accolades.

On January 24th, the DeepSeek-R1 benchmark test has risen to third place among all categories of large models on the professional large model ranking Arena, tying for first place in the style control model (StyleCtrl) category with OpenAI's o1. Its arena score reached 1357 points, slightly surpassing OpenAI's o1 score of 1352 points.

As for The New York Times' report on DeepSeek, we also took a look. The New York Times expressed both envy and caution regarding DeepSeek's success:

At our request, DeepSeek's latest R1 model thoughtfully summarized the article's content:

The article states that DeepSeek's large model achieves performance comparable to giants like OpenAI at an extremely low cost (6 million USD) and with a small number of chips (2000 pieces), challenging the industry consensus that "only tech giants can develop cutting-edge AI." Its success stems from the innovative breakthroughs of Chinese engineers under U.S. chip restrictions: through open-source ecological collaboration, algorithm optimization, and resource integration, transforming black market chips and the computing power accumulation of quantitative trading companies into a technological advantage. This model not only reveals the unintended consequences of U.S. technology blockades but also suggests that China may reshape the global AI competitive landscape through open-source dominance, making low-cost innovation a new path to disrupt the industry.

In fact, Hard AI has noticed that it is not just The New York Times; in recent days, mainstream overseas financial media have "coincidentally" focused on DeepSeek. Let's take a look at the tone.

Financial Times:

The Economist:

Wired:

CNBC even produced a 40-minute in-depth video, nervously discussing whether American AI is under threat. The fourth reason, "NVIDIA reflexivity," is somewhat conspiratorial. TMT Breakout, in discussions with netizens, subtly pointed to the explosive popularity of DeepSeek as a reason for NVIDIA's decline on Friday.

Hmm... Is the above statement a bit hard to understand? No worries, let's hand it over to DeepSeek-R1 for a clear explanation:

The sudden popularity of DeepSeek R1 (possibly due to its technological breakthrough or market attention) is somehow related to the decline in NVIDIA's stock price. The sentiment of discussions on platform X and NVIDIA's stock price drop jointly influenced the behavior of market participants, especially speculative traders who attempted to profit by shorting NVIDIA shares. This correlation was already captured by some proprietary traders before traders or analysts like diffley/wigg began to publicly discuss it.

More thorough than the editor's explanation, this detailed reasoning ability is truly impressive.

Is this trained with a 2000 yuan graphics card? I say, NVIDIA's drop is not unjustified! [manual dog head]

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