Draft

"A new, much larger (DeepSeek) base model will be released soon", from DeepSeek staff. I'm currently wondering why there's been so much silence surrounding DeepSeek. The last report stated that they attempted to train on Huawei chips but failed ("DeepSeek AI model failed to train using Huawei’s chips"). This highlights the continued strong dependence on NVIDIA, even internationally. At the same time, other Chinese companies have caught up, though often through selective distribution (remember Anthropic's blog post?). Therefore, I venture a prediction: DeepSeek won't cause the same shock as it did in January 2025, when they essentially produced o1-level AI at a lower cost. They will release a good model, but it will fall short of expectations.