DeepSeek Freakout

Markets are falling, yields are dropping but opportunity is here.

Use this market panic as an opportunity. The big winner will be META because they will opensource Llama 4. DeepSeek-V3 uses FP8 (Float 8-bit) which is more efficient and is now opensourced. What's concerning is that if the entire American AI ecosystem starts migrating to DeepSeek opensource AI, this will help China develop significantly more with less. …