The impact of competition and DeepSeek on Nvidia

from blog Simon Willison's Weblog, | ↗ original
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 alternative title here, but even that I feel under-sells this essay. Jeffrey has a rare combination of experience in both...