The impact of competition and DeepSeek on Nvidia

Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is "The Short Case for Nvidia Stock" - I'm using the Hacker News …

The impact of competition and DeepSeek on Nvidia Simon Willison’s Weblog Subscribe Sponsored by: Atlassian - Give your agents a plan. Not a prompt. New Jira capabilities unlock full-context for AI-native software development. Assign tasks to Claude, Cursor, or GitHub Copilot, now directly from Jira. Learn more 27th January 2025 - Link Blog The impact of competition and DeepSeek on Nvidia ( via ) Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is "The Short Case for Nvidia Stock" - I'm using the Hacker News alternative title here,

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