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A comment on Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff. Parent comment

Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by sghiassy on Tuesday January 28, 2025 @08:19AM (#42851975)
Because building a frontier model is expensive. But building a model as good as an existing frontier model is cheap (re: distillation).

https://en.m.wikipedia.org/wiki/Knowledge_distillation

So the takeaway is they have no moat

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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by infecto on Tuesday January 28, 2025 @08:24AM (#42852017)
Beautiful and concise, much better than my word salad.
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Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff by majewsky on Tuesday January 28, 2025 @02:04PM (#42856496)
Link without mobile UI: https://en.wikipedia.org/wiki/Knowledge_distillation
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