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400 times higher
That is the cost of the entire semiconductor stock the company owns, plus 4 year ownership. I highly doubt they ran the training step for 4 years, using all hardware resources available to them, and somehow also destroyed all of the GPUs in the process.
Sounds like cope.
This title doesn't even represent the analysis, literally a false claim.
Also, please read the report. They make a lot of claims and speculations which are possible, but don't prove even single case in their analysis.
I respectfully disagree. The analysis provides much more input that Deepseek's press release claiming its USD 5m budget (and some other points -e.g. of being Open Source while it isn't, and other points.)
It provides a bunch of claims which it fails to prove (they don't even bother to prove them to be honest).
It's like me saying "Based on my own analysis @Hotznplotzn@lemmy.sdf.org is likely a paid actor". Without any evidence it's meaningless claim that nobody will take seriously.
~~And it is open source by OSI definition. The only thing they don't provide is the raw training data, which OSI definition doesn't require to qualify.~~
The definition says it must include data information ("the complete description of all data used for training, including (if used) of unshareable data, disclosing the provenance of the data, its scope and characteristics, how the data was obtained and selected, the labeling procedures, and data processing and filtering methodologies"), as well as code and paramters. Read your link.
The guys at Hugging Face are working on a more open model based on Deepseek as they also claim it is not fully Open Source.
Thank you for stating that "@Hotznplotzn@lemmy.sdf.org is likely a paid actor" being baseless. It indeed is, although your hint is not too friendly.
You are right, it indeed doesn't quality under OSI definition. I wasn't aware they didn't share the code for training the model. My bad on assuming they did, based on the public GitHub repo.
Even then, it's still the most open commercial model out there that rivals anything US Big Tech managed to come up with using their unlimited budget. There is no diminishing that. Lack of training code only affects other companies with enough resources to build it. It's a huge win for consumers and huge embarrassment for the US companies.
P.S. There isn't such a thing as "not fully open source". It either is or it's not.
I never heard of this SemiAnalysis, I bet they are paid by ClosedAI (and NoVideo obviously) to make shit up
ClosedAI = sore LOSERS
I fucking knew it.
Receipts: https://lemmy.world/comment/14778286
I did say it would recover in "a week". It's been two and it hasn't fully, but you wouldn't be complaining if you'd bought calls then, either.