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Some rethinking has to be necessary in my opinion. Their situation has changed wildly over the past week; their marketing should change along with it.
What do you think should change with their marketing?
I dont think its confirmed that DeepSeek was created without access to high performance chips. Even if it was the narrative doesnt change. Imagine what they could do with high end chips? Just because they are not required doesnt mean their value changed. AI was destined to be commoditized it just happened a little earlier. I think people are over reacting and clearly NVIDIA's stock is over priced.
No lies detected