this post was submitted on 27 Jan 2025
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Nvidia falls 14% in premarket trading as China's DeepSeek triggers global tech sell-off (www.cnbc.com)
submitted 3 days ago by schizoidman@lemm.ee to c/technology@lemmy.world
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cross-posted from: https://lemm.ee/post/53805638

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[–] sugar_in_your_tea@sh.itjust.works 17 points 3 days ago

Hey, my friends and I would've made it to China if recess was a bit longer.

Seriously though, the goal for something like OpenAI shouldn't be to sell products to end customers, but to license models to companies that sell "solutions." I see these direct to consumer devices similarly to how GPU manufacturers see reference cards or how Valve sees the Steam Deck: they're a proof of concept for others to follow.

OpenAI should be looking to be more like ARM and less like Apple. If they do that, they might just grow into their valuation.