OpenAI's former head of applications, Kass: DeepSeek accelerates AI affordability

OpenAI original global market application head, artificial intelligence and business strategy experts Kass (Zack Kass) recently accepted a reporter's interview, said DeepSeek is a huge success, exciting. For Nvidia's stock price shock and future performance, in Kass's view, the bottom of Nvidia or not is not the core issue, the key is the development of technology will accelerate the "model parity" (model parity), which will benefit more consumers. Nvidia's capitulation sell-off shows the speculative nature of the market and the lack of knowledge of AI. "If the reason for investing in NVIDIA is to believe that AI requires a large number of chips to continue to train large language models, then this investment logic is incorrect; if the reason for investing is optimistic that the decline in the cost of AI will attract more new entrants, thus pulling the demand for GPUs to continue to grow, then this logic is valid." (CBN)