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A comment on DeepSeek just open-sourced its inference engine. Parent comment

Re:DeepSeek just open-sourced its inference engine by drtgh on Tuesday October 20, 2026 @09:14AM (#50165902)
> That's Kami Kaze for US frontier labs. There's no way from here for them towards trillion dollar valuations.

Those valuations are a scam, they have always been a scam, like an updated version of the collateralised debt obligations (CDOs) from 2008 [0]

[0] https://www.theguardian.com/business/2010/apr/18/goldman-sac...

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Re:DeepSeek just open-sourced its inference engine by bigmadshoe on Tuesday October 20, 2026 @11:22AM (#50167783)
I rewatched The Big Short recently, and all I could think about was AI labs.
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Re:DeepSeek just open-sourced its inference engine by downrightmike on Tuesday October 20, 2026 @01:04PM (#50169421)
Too bad they aren't public so we can't short them
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Re:DeepSeek just open-sourced its inference engine by WhrRTheBaboons on Tuesday October 20, 2026 @02:41PM (#50170776)
shorting is not really viable anyway because you need the timing as much as the direction

it worked for the big short guys because the knew exactly when it was going to go bust

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Re:DeepSeek just open-sourced its inference engine by vlovich123 on Tuesday October 20, 2026 @05:03PM (#50172637)
Michael Burry burned through tens of millions of dollars on holding his position. Others enter later but still ahead of the collapse. They knew and they didn’t. And even if Michael Burry new exactly when, he had to convince his investors that the millions they were losing leading up to it would get recouped.
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Re:DeepSeek just open-sourced its inference engine by Bootvis on Tuesday October 20, 2026 @02:26PM (#50170553)
You can buy CDS on Oracle, as many did already.
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Re:DeepSeek just open-sourced its inference engine by sm-silversight on Wednesday October 21, 2026 @02:29PM (#50185433)
Through my broker online for a couple thou or do I need big money for a sit-down agreement? Apologies, this is an instrument I didn't think existed to the retail market.
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