my initial thoughts on DeepSeekV3:
- overall: not bad news for $nvda
- tho makes investors question true "cost of compute"

US moat:
- DeepSeek prob still need advanced GPUs for fine tuning
- US still has "edge" given access to advanced chips
- leading ai cos wont move away from more advanced gpus 
- stargate announcement = acknowledge need for advanced chips

*my fave shitpost:
#nvda