Deep panic thanks to the fast and open source Deepseek model Loaner

Chinese Deepseek rocked the world of artificial intelligence with the release of an open source Amnesty International model that surpassed Openai in many criteria. The most surprising is the company’s claim that artificial intelligence technology has been developed for only $ 5.6 million.

This number has sparked eyebrows, especially since companies such as Openai and Anthropor have spent hundreds of millions annually to develop their large models. Meanwhile, technology giants such as Microsoft made $ 80 billion in expenses in 2025, and Meta expected between $ 6 billion and $ 65 billion this year, many of which are directed towards NVIDIA graphics processing units.

As an investor in Openai and HotHROPIC through Collect donations, In addition to the owner of most American large technology shares, the performance of Deepseek may be fascinated.

Necessary is the mother of invention

Founded in 2023 by Liang Wenfeng, a former head of the AI’s quantitative hedge fund, Deepseek adopted an open source approach to developing artificial intelligence. This strategy enables the global developer community to examine, enhance and innovate software.

Deepseek claims that the R1 corresponds to or exceeds Openai and Meta products as the leading standards such as AIME 2024 (sports tasks), MMLU (general knowledge), and Alpacaeval 2.0 (Q&A performance). It also ranks high on the Chatbot Arena plate from the University of California, Berkeley. All this is difficult to believe in such limited resources.

Soon the company’s mobile phone application, which was launched in early January 2025, rose to the highest iPhone download plans in countries such as the United States, Australia and the United Kingdom. What distinguishes Deepseek partial Comledrants like Openai’s Chatgpt.

How was a small startup that includes less than 200 employees and a budget is half that many ideal personal financing lovers consider retirement to compete with the American giants? The answer may be necessary. When something becomes necessary, innovation is often followed.

Do everything necessary to survive

In parallel, think about the Financial Samurai-just a team of two people (my wife and I) working with a modest budget, however they are still able to compete effectively against larger sites with teams of writers, editors and professionals. I wrote this article from 4:30 am to 6:15 am Pacific time while skiing in Palisades, Lake Tahoe, since 2009, I have been responsible for the financial samurai readers to keep you aware.

If we lose everything ever and we need to rebuild our clear wealth by earning millions via the Internet to support our children, I am sure that we are able to do so. I was dealing with my arms and then out of my eyebrows if that means keeping my children alive! There is nothing that a parent does not do for their children.

However, if the samurai financial performance is at the same level of Deepseek, it will be the same as this site generates the most traffic. New York Times– A media giant with about 1700 journalists and 5800 employees. Such a achievement will be Almost impossibleAnd that is why I find it difficult to believe Deepseek spent only $ 5.6 million without receiving Great support From the Chinese government.

The other side of the currency

UK Alex Wang, CEO of 28 -year -old Scale AI, CNBC said:

“Chinese laboratories have more H100s than people think,” referring to NVIDIA graphics units, which are restricted from export to China. “I understand that Deepseek has about 5000 H100 – which they cannot talk about, clearly, because it violates the export controls.”

It seems that the logical conclusion is that Deepseek has much more resources that reveal to the public. Once the initial panic recedes, those who have knowledge of the interior are likely to reveal the real extent of Deepseek.

What I think will happen and how I plan to invest in the AI

It is clear that there is no American company Amnesty International that will sit in lethargy while its future – and wealth – at stake. This is what I expect:

  1. The United States will host the open source of Amnesty International for further efficiency and innovation, including those in Dempsic. Investing in artificial intelligence will continue by companies and investors, but at a rapid pace.
  2. NVIDIA and other artificial intelligence factors may face a temporary decrease of up to 20-25 %, followed by a recovery with artificial intelligence adoption thanks Jochphon paradox. Jevons paradise stipulates that in the long run, increased efficiency in the use of resources will generate an increase in resource consumption instead of decline.
  3. The Trump administration will take additional measures to protect the American artificial intelligence industry. Its announcement of the investment of the infrastructure of artificial intelligence worth $ 500 billion – is carried by Oracle, Obay, and SoftBank – the United States is serious about this race.
  4. Large technology stocks such as Microsoft, Meta, Amazon and Palantir can decrease by up to 10-15 %, but will refresh with the decrease in the costs of artificial intelligence to a high road profit.

In light of these trends, I Purchase In the United States, large technology shares and private artificial intelligence companies. Low costs means more adoption of artificial intelligence and ultimate profitability of these companies.

Apple is one of the largest beneficiaries of Deepseek. Through its huge ecosystem and its late entry to AI Capex, Apple is in a good position to take advantage of low costs, increase artificial intelligence adoption, higher future profits, and improve customer satisfaction. I am also talking about my book because Apple is my biggest general shares.

Please note that this is not an investment advice for you. It simply reflects what I do with my own. Risk assets do not bear any guarantees, and you must bear a full responsibility for your financial decisions.

Javan paradox and the low costs of Amnesty International will lead to an increase in the adoption of artificial intelligence
The clearest paradox

Real estate may also see an increase in demand

If the S&P 500 has a long decline by 10 %+ over the next 3 to 6 months, the closet bond returns are likely to decrease as investors seek the safety of risk -free revenues.

In turn, low treasury revenues lead to low mortgage rates, which increases demand for American real estate. This can mention investors of the increasing separation between the values ​​of residential commercial real estate and the stock market since early 2023. In addition, many may reconsider the idea of ​​converting the volatile stock market gains into concrete assets.

I will continue the average cost on average in the S&P 500 index, private artificial intelligence companies, large technology, and residential real estate. The disciplined investment has become more important within moments of panic in the market. When you focus on long-term goals-whether retirement or a future insurance for your children-the capital that gets the capital during the shrinkage becomes much easier.

There is one certain thing: the landscape of intelligence and investment quickly develops, creating both the risks and opportunities for those who remain aware.

Readers, what are your thoughts about the open source artificial intelligence model in Dibsic? Do you think that the company has truly spent only $ 5.6 million to compete effectively with the likes of Openai, anthropic, Google and Meta? Is this the beginning of the end for The Magnificent 7, or do you think Tech Big will create their way through the challenge? And with the sale of the current panic, how to publish the capital of Malik?

Again, this article is not an investment advice for you. It simply reflects what I do with my own. We have completely different financial conditions. Invest on your own responsibility.

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