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.
More from AGI Musings
- Larry Fink says China is ahead in the AI energy race, citing 100 GW nuclear buildout — rohanpaul_ai · 2026-07-21
- Jamie Dimon says bureaucracy, not AI, is the real system crushing intelligence — r0ck3t23 · 2026-07-21
- OpenAI and Anthropic’s internal models are said to be far stronger than today’s public systems — scaling01 · 2026-07-21
- Superintelligence and robot abundance will force a new social contract — Dr_Singularity · 2026-07-21
- The Guardian examines how AI companionship is turning intimacy into an economy — nordicinst · 2026-07-21
- A frustrated user says modern AI keeps hallucinating on real-world repair tasks — doochenutz · 2026-07-21