PolisPandit

PolisPandit

DeepSeek Eats NVIDIA's Lunch

And a story about my jury duty experience

John Polonis's avatar
John Polonis
Jan 27, 2025
∙ Paid
DeepSeek AI App
Screenshot from the Apple App Store on the morning of January 27, 2025

As I write this, gauging NVIDIA’s market cap is like trying to catch a falling knife. That’s because DeepSeek - AI Assistant announced the development of a competitor to the ChatGPTs of the world at a small fraction of the cost.

For context, the existing American large language models …

User's avatar

Continue reading this post for free, courtesy of John Polonis.

Or purchase a paid subscription.
© 2026 John Polonis · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture