3C AGI Partners的动态

How DeepSeek Reinforces Our Core AI Themes ?? ?? ???????????????????????? ???????????? ?????? ???????????????????????? ? DeepSeek’s open-source R1 model rivals OpenAI’s GPT-4 at 4% of the API cost (0.5/M tokens vs. 15/M), proving that performance parity no longer justifies premium pricing. ? Implication: Avoid pure-play foundational model builders; focus on differentiation through cost, vertical integration, or ecosystem leverage. ??? ???????????????????????????? ???? ?????? ???????????????? ?????? ? DeepSeek’s innovations (e.g., DeepSeekMoE, DualPipe Overlap) reduced training costs by 42.5% and achieved 98% GPU utilization. ? Surging demand for Nvidia H200s and specialized cloud providers (AWS, Azure, Alibaba Cloud) validates our emphasis on AI infrastructure. ?? ???????? & ???????????????????? ?????????? ??????? ? DeepSeek trained its V3 model for just $5.6M (vs. OpenAI’s $10-15M per run) via algorithmic optimizations (MLA, FP8 precision, RL-driven reasoning). ? Takeaway: Capital efficiency and hardware-software co-design are now non-negotiable. ?? ?????????????????????? ???????????????????????????? ???? ???????????????? ? The rise of open-source ecosystems (Hugging Face, Meta’s Llama) and edge computing (Unitree’s robotics, AI PCs) mirrors our focus on decentralized, scalable AI solutions. For a deeper dive into our analysis of DeepSeek’s technical breakthroughs, we invite you to explore the full research report on our website >?? https://lnkd.in/gxjpu6R8 #AI #AGI #DeepSeek #AIInfrastructure #VC #Inference #Innovation #OpenSource