DEEPSEEK-ing 3 ANSWERS
Who wants to be the first executive to sign their company up for #DeepSeek #AI? For #China to burrow deep into their confidential corporate documents? "But it's so cheap!" Sure is... 

"Al researchers at Meta Platforms have been in panic mode...concerned the next version of Meta's flagship Al, Llama, won't perform as well as...DeepSeek," according to The Information. DeepSeek's sudden insurgence raises three critical questions:

1) Is The West prepared for a world where quantity beats quality? Turns out, stringing lots of cheap graphics processors can outperform fewer, superior ones. Nvidia's advantage is nullified at scale—and it's reflected in stock price drops across the industry. Same goes for military. Our superior weapons and defenses would be overwhelmed by swarms of cheap  drones or missiles, powered by high volume Chinese manufacturing capacity & cheap energy. How many $500 hot air balloons can we shoot down with $500,000 Tomahawks? Manufacturing *capacity* might be more important than *what* we manufacture. We need the ability to make and defend against lots of cheap drones, bombs, nano, bioweapons...and graphics cards...or we'll be bled dry by the military & tech industrial complexes AND STILL lose.

2) Some ask, did DeepSeek's quality, supposedly developed for $5M, expose that the tens of billions spent on AI here were either wasted, misguided, or a VC hustle? I think there's a better question: Have we been looking at competition and #innovation too narrowly? If we only view AI performance as what's the best GPU chip, we'd miss Deepseek's infrastructure innovation. We've made the same mistake throughout history. Brainstorming faster horse buggies, then cars replace them. Or innovating narrower TV tubes as LCD's and then LED's replaced them. Even media companies, thinking they compete with other TV channels, instead of the internet, games, and podcasts, which stole their audience's attention. It's also why you don't want to prematurely regulate nascent industries like AI, calcifying some narrow, uncompetitive version of the technology for the benefit of early leaders, who would otherwise be surpassed.

3) Are we ready to confront the reality that EVERY consequential technology is a military asset...or threat? There are no exceptions. AI, CRISPR, nuclear, MRNA, robotics, etc, are strategic assets, forever bound to state power and competitiveness. DeepSeek is like a more insidious corporate version of TikTok or RedNote, a black box. No one really knows how they get their answers. It doesn't show its work. Yet, it's there, a major attack parameter, sitting on your servers, acting in subtle ways or waiting...like a sleeper cell...gaining trust on trivial tasks to gradually gain more access...and wake up.

WAKE UP.

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