저자: DanIves · 외국인
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딥시크 충격은 과잉반응이며 엔비디아 매수 기회라는 주장. 딥시크는 소비자용 LLM으로 미 Global 2000 기업이 중국 스타트업을 AI 인프라에 쓰지 않을 것이며, 자율로봇·AI 인프라 영역에서 엔비디아만 남는다고 봄. 진행자들은 소비자 LLM 시장이 아직 좁고 저가 경쟁 가능성을 지적하나 대체로 Ives 입장에 동의. 엔비디아 주가 하락을 저가 매수 기회로 해석.
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I got Jenny horn here with me in studio hosted next genen talks more about the details around the AI situation uh as Kev T there Mr Dan iives uh out there pounding the bull drum right yeah so and I agree with him okay so because I I think that this is massively an overreaction by markets but I'll let Dan IV's tweet sort of speak for themselves he did say that deep seek is a competitive llm model for Consumer use cases launching broader AI infrastructures which is a whole other ball game and nothing with deep seek makes them believe anything different and about AGI for big Tech and deep seeks noise also no US tech really uses this Tech so he said it could be a buying opportunity and that no us Global 2000 is going to use a Chinese startup in in terms of launching their AI infrastructure and use cases at the end of the day there was only one chip company in the world launching autonomous Robotics and broader AI use cases and that's Nvidia and at this point this is only a more golden opportunity to buy Nvidia shares I agree with him I've heard of deep seek for just because I think that the world of AI models is quite interesting llms is is exactly the world in which like open AI first unveiled a lot of it it it its offerings and that was hugely I mean obviously popular when open AI first came to Market but this is to be very similar this is like sure I know that the thinking is that we could then see major corporations not shell out the same degree of cash on Invidia very costly gpus but this is a large language model this is not to be the same like wide reaching AI player that people that the news is making it seem this morning well it's uh also a cheaper alternative too that's very powerful it's just kind of what China does right now so to think that this something like this so wasn't baked in I think just kind of tells us sort of how lofty and purist and confident possibly kind of arrogant maybe our us Centric views were about how much like there's endless demand and uh no competition for it I mean a lot of the story the last two to three years has been just the US economy just crushing everybody around the world so to some extent this is kind of like a little wake up I mean that's kind of what they did with their iPhones uh or with their phones right they have cheaper competitors people over time in China gravitated away from the iPhone and um the service here is pretty cheap so for the computing power and the ability it's got you know one of the things I think that has kept every everyday folks kind of off some of the AI stuff is it got kind of expensive to use it you know that's true and I would say the same be said about Chinese the Chinese EV Market also they're able to turn out I mean like decent vehicles and cheap vehicles and like right now we're not seeing any of our domestic names really the dup Kings of the world right is that what China does they're dupes they make dupes of things yeah they do a pretty good dupe I mean it's like T is like the dupe of Amazon out it's like one of the most successful but okay as far as like large language models specifically I do feel like this is such a small still portion of AI and I guess hey I I I followed like the the ongoing Tech war between us and China since really 2017 I guess I'm curious if this will be as wide reaching welcomed into the US economy based on the fact that right now we're not even keeping Tik Tok for longer than 75 days I mean I just wonder the implications of like the government if we're claiming National Security wouldn't this be a security concern I mean it' be the same principles that are now being applied to Tik Tok pretty much um I'm skeptic on this no totally pretty much I was reading apparently that like you like don't get results for Tan square or something if you search I don't know who knows uh but um affordability is huge I think that you make a great point I just I don't know if this necessarily threatens inv video's business models because to me they can coexist in in their own rights I think Dan I has got a good very good point too which is the same point you're making which is why Tik Tok you know went through what it did and uh why we're always levying different tariffs or different you know regulatory measures against product competition is it a lot of I don't think any us company is going to want to rely on this like now the rest of the world you know very possible sure and like for your everyday person if it's cheaper they may not care where it comes from if they can get the job done if they can get their homework done for them but like for big companies from a business Enterprise standpoint I don't think they're going to build anything on top of their architecture I agree I mean too much risk and I also think like how many people right now like what is the total adjustable market for the average consumer that's signing up for an llm I would imagine it it's it's bigger than maybe I even think but it's not like this is seeing like the mass widespread adoption or El open AI would be frankly doing a lot better I and I know that again this has more wide reaching implications on AI but to me it still seems fairly Niche there's a lot of like different components of the AI trade that we talk about so heavily this is one area that I'm I'm not saying that there's not sure surging demand for it but it's just hard for me to imagine that like the everyday consumer is seeking out the most affordable llm and I I feel like that's a very I kind of will be well now now I definitely will I can't even I can only get like 10 images on Bing or whatever and then you're like done you know I get like a couple searches on Chad GPT and you're done so you got to pay up that's true right now there's no loyalty to one everyone's just trying to find the cheapest and like the way you can use as much as you can before you hit like the end of your free trial I did see uh it might have been Nate silver that tweeted out this weekend that people who are still like dismissing what it does and think it's not a big deal are definitely like totally missing the point like if you're not using these services in some way then like I'm not really sure what you're doing no matter what you do it has some utility for you and I have to be in agreement with that I do have to be in agreement with that but I also think that we are of the way of thinking of like we care to understand I think there's also a lot of people like I'm thinking like my parents age plus that still make up a huge portion of of the population that I just can't imagine going on deep seek but hey maybe I'll be wrong they're going to be care more about inflation data this week they're going to care more about fed stuff that's fair thanks Jenny okay uh Dan I uh of course sounding the by the dip uh bat signal the IV signal for Bulls
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