Why Techies Should Closely Watch DeepSeek and Kimi
menhguin · x · 2026-07-18
- Market Signals: The financial sector is closely watching DeepSeek's upcoming models, fearing that if it claims the open-source SOTA, it could trigger market shocks similar to last year's.
- Investment Advice: Tech-savvy professionals hold an information advantage in the market. Most finance folks lack hands-on experience with command lines, reading academic papers, and actual startup operations, leading to highly inefficient market pricing of AI technologies.
- Shifting Focus: Beyond DeepSeek, the author reminds investors to pay close attention to updates from Moonshot AI's Kimi model.
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