DeepSeek’s New Model Begins Frontend Gray-Scale Testing
The strongest signal here is the name DeepSeek. When it appears in a headline like this, it usually means there have already been multiple rounds of discussions behind the scenes.
My take is that lower compute prices benefit the users of compute, not the sellers. Sellers will have to compete on price. I’m not sure how long it’ll take for this to show up in pricing. $TAO $RNDR is still seeing some activity, and $BTC is moving to its own rhythm, unaffected by this news.
Tomorrow I’ll check whether compute-rental prices have moved. Pricing is the hardest thing to fake in this kind of news. If you spot anything relevant on your end, let me know—I can’t keep up with every source on my own.
$TAO $RNDR $BTC #奇闻异事 #币安广场 #AI #DailyBriefing
The strongest signal here is the name DeepSeek. When it appears in a headline like this, it usually means there have already been multiple rounds of discussions behind the scenes.
My take is that lower compute prices benefit the users of compute, not the sellers. Sellers will have to compete on price. I’m not sure how long it’ll take for this to show up in pricing. $TAO $RNDR is still seeing some activity, and $BTC is moving to its own rhythm, unaffected by this news.
Tomorrow I’ll check whether compute-rental prices have moved. Pricing is the hardest thing to fake in this kind of news. If you spot anything relevant on your end, let me know—I can’t keep up with every source on my own.
$TAO $RNDR $BTC #奇闻异事 #币安广场 #AI #DailyBriefing