Trailing SOTA is a Feature for Profit Maximisation Under Compute Constraints
·3 min read
DeepSeek's DeepInfer put numbers on what anyone building AI infrastructure already felt, myself included. I was sparring with a super smart finance friend, Amit Jain, yesterday that made me look a bit
DeepSeek's DeepInfer put numbers on what anyone building AI infrastructure already felt, myself included. I was sparring with a super smart finance friend, Amit Jain, yesterday that made me look a bit deeper on the maths and realised something that kind of blow my mind: Chinese labs closely trailing SOTA while focusing on efficiency is a super smart feature under compute constraint, not a bug, because it's short term profit maximisation while working on compute self reliance and architectural le
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