nbnbynmm
01-27
$英伟达(NVDA)$
其实逻辑狠简单的。假设deepseek真的遥遥领先，那么，大家都用ds模式来，请问此时拿谁的铲子挖最猛。是不是还是nvda的铲子最凶。你想赢就还是要用nvda的铲子，军备竞赛根本停不下来
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
DeepValueMaking
01-27
DeepValueMaking
但是不需要那么多铲子了，对英伟达的销量有影响。
DeepValueMaking
:
换个角度说，因为对算力要求降低了，可能中国的芯片就能满足需求，没有必要非要买高价的英伟达芯片。这样对英伟达芯片的需求就降低了。
投资有道股海无边
回复
DeepValueMaking
:
换个角度，门槛降低了，原来玩不起的更多的小企业也能参与进来，需求其实增加了
完全体进化
回复
nbnbynmm
:
其实逻辑很简单，任何一次科技进步都不会带来市场的崩塌。能让市场崩塌的只有流动性。
穷不达
:
说到底 语言模型只是agi的第一步。后面还有图像 声音 视频。哪一个都比语言模型来的大
Nitedive
:
应用多了需求又上来了
全部7条回复
幻方董事长
01-27
幻方董事长
以前是预测1000个模型，每个模型拿几万张卡训练几年，现在呢？算力可以降低70%以上还能玩并且玩的好还开源，预期变了！铲子暂时还不足，但是未来不需要那么多了
幻方董事长
回复
穷不达
:
我只说算力卡特别是高端需求下降了，低端国内可以生产 达子还值那么多钱吗 现在不是说达子不值钱
穷不达
回复
幻方董事长
:
图片视频需要的算了更高。 deepseek也不能生成图像。 只能识别文字
幻方董事长
回复
穷不达
:
你自己去玩就知道了 图片一样可以 都是一个逻辑
穷不达
:
但是那些都是语言模型。 那么更复杂的场景呢 比如视觉 图片 等
立水marco
01-27
立水marco
deepseek证明了不需要那么多，那么金贵的黄金铲子，只要更少的铲子，用华为中芯制造的普通铲子就够了
立水marco
回复
中原狙神
:
我用的是deepseek，一个工具，我不介意买到跟华为苹果一样性能，但便宜10倍的手机。还有你买手机汽车是有排面效益，你买电脑，买工具是看排面还是看性能？
中原狙神
:
手机几百块的机子都能用，你为什么要买几千的更好的手机？
赌狗终将一无所有
01-27
赌狗终将一无所有
deepseek也是在meta的基础上改进的，以“降本增效”为方向改进和以突破极限为方向进步完全不一样，军备竞赛只会更激烈更全方面
老当益壮铁树开花
:
这是不是胡说八道，有证据吗？扎克不是已经抓狂了吗？
tiger20250101
01-27
tiger20250101
deepseek 只是导火索，可能未来有更省算力的方法出现，那英伟达就逗比了，是真的要凉凉的
招财专员
01-27
招财专员
不要把问题想得太简单，算法和算力就是木桶效应，AI发展的速度取决于最短的那块短板，以前是算法庞大算力需求大，所以短板在算法那么算力则过剩，现在算法精简起来了对更精尖的算力提出了新要求，正是芯片发展的下一个方向。AI的核心是什么是它自身迭代的速度，这个速度依赖永远离不开算法和算力
查看全部29条评论
APP内打开
发表看法
29
14
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":397120046449320,"tweetId":"397120046449320","gmtCreate":1737975772287,"gmtModify":1737987602911,"author":{"id":3547680607221960,"idStr":"3547680607221960","authorId":3547680607221960,"authorIdStr":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 其实逻辑狠简单的。假设deepseek真的遥遥领先，那么，大家都用ds模式来，请问此时拿谁的铲子挖最猛。是不是还是nvda的铲子最凶。你想赢就还是要用nvda的铲子，军备竞赛根本停不下来</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 其实逻辑狠简单的。假设deepseek真的遥遥领先，那么，大家都用ds模式来，请问此时拿谁的铲子挖最猛。是不是还是nvda的铲子最凶。你想赢就还是要用nvda的铲子，军备竞赛根本停不下来</body></html>","text":"$英伟达(NVDA)$ 其实逻辑狠简单的。假设deepseek真的遥遥领先，那么，大家都用ds模式来，请问此时拿谁的铲子挖最猛。是不是还是nvda的铲子最凶。你想赢就还是要用nvda的铲子，军备竞赛根本停不下来","highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":29,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/397120046449320","repostId":0,"isVote":1,"tweetType":1,"viewCount":13654,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":175,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":397138866569816,"commentId":"397138866569816","gmtCreate":1737980316633,"gmtModify":1737980320643,"authorId":3516613750658094,"author":{"id":3516613750658094,"idStr":"3516613750658094","authorId":3516613750658094,"name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.99%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"但是不需要那么多铲子了，对英伟达的销量有影响。","text":"但是不需要那么多铲子了，对英伟达的销量有影响。","html":"但是不需要那么多铲子了，对英伟达的销量有影响。","likeSize":7,"commentSize":7,"subComments":[{"id":397376976175472,"commentId":"397376976175472","gmtCreate":1738038496625,"gmtModify":1738038500886,"authorId":3516613750658094,"author":{"id":3516613750658094,"idStr":"3516613750658094","authorId":3516613750658094,"name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.99%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397138866569816,"supIdStr":"397138866569816","prevId":0,"prevIdStr":"0","content":"换个角度说，因为对算力要求降低了，可能中国的芯片就能满足需求，没有必要非要买高价的英伟达芯片。这样对英伟达芯片的需求就降低了。","text":"换个角度说，因为对算力要求降低了，可能中国的芯片就能满足需求，没有必要非要买高价的英伟达芯片。这样对英伟达芯片的需求就降低了。","html":"换个角度说，因为对算力要求降低了，可能中国的芯片就能满足需求，没有必要非要买高价的英伟达芯片。这样对英伟达芯片的需求就降低了。","disclaimerType":0},{"id":397376731353528,"commentId":"397376731353528","gmtCreate":1738038311071,"gmtModify":1738038315122,"authorId":3464352745625099,"author":{"id":3464352745625099,"idStr":"3464352745625099","authorId":3464352745625099,"name":"投资有道股海无边","avatar":"https://static.tigerbbs.com/9a2a845a0b777e27d505c51496461edd","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3516613750658094,"repliedAuthor":{"id":3516613750658094,"idStr":"3516613750658094","authorId":3516613750658094,"name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.99%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397138866569816,"supIdStr":"397138866569816","prevId":397140636865192,"prevIdStr":"397140636865192","content":"换个角度，门槛降低了，原来玩不起的更多的小企业也能参与进来，需求其实增加了","text":"换个角度，门槛降低了，原来玩不起的更多的小企业也能参与进来，需求其实增加了","html":"换个角度，门槛降低了，原来玩不起的更多的小企业也能参与进来，需求其实增加了","disclaimerType":0},{"id":397198538346736,"commentId":"397198538346736","gmtCreate":1737994802419,"gmtModify":1737994806537,"authorId":3565002919737341,"author":{"id":3565002919737341,"idStr":"3565002919737341","authorId":3565002919737341,"name":"完全体进化","avatar":"https://static.tigerbbs.com/e44fd0f1ed66b1e71fa9d4c53fc7a43b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3547680607221960,"repliedAuthor":{"id":3547680607221960,"idStr":"3547680607221960","authorId":3547680607221960,"name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397138866569816,"supIdStr":"397138866569816","prevId":397139050922576,"prevIdStr":"397139050922576","content":"其实逻辑很简单，任何一次科技进步都不会带来市场的崩塌。能让市场崩塌的只有流动性。","text":"其实逻辑很简单，任何一次科技进步都不会带来市场的崩塌。能让市场崩塌的只有流动性。","html":"其实逻辑很简单，任何一次科技进步都不会带来市场的崩塌。能让市场崩塌的只有流动性。","disclaimerType":0},{"id":397157899989264,"commentId":"397157899989264","gmtCreate":1737984843714,"gmtModify":1737984847432,"authorId":4195272735879932,"author":{"id":4195272735879932,"idStr":"4195272735879932","authorId":4195272735879932,"name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397138866569816,"supIdStr":"397138866569816","prevId":0,"prevIdStr":"0","content":"说到底 语言模型只是agi的第一步。后面还有图像 声音 视频。哪一个都比语言模型来的大","text":"说到底 语言模型只是agi的第一步。后面还有图像 声音 视频。哪一个都比语言模型来的大","html":"说到底 语言模型只是agi的第一步。后面还有图像 声音 视频。哪一个都比语言模型来的大","disclaimerType":0},{"id":397150150795784,"commentId":"397150150795784","gmtCreate":1737982653703,"gmtModify":1737982657555,"authorId":4195804750944690,"author":{"id":4195804750944690,"idStr":"4195804750944690","authorId":4195804750944690,"name":"Nitedive","avatar":"https://static.tigerbbs.com/b521eff12cf56451459485f189e9a044","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.07","exceedPercentage":"93.35%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397138866569816,"supIdStr":"397138866569816","prevId":0,"prevIdStr":"0","content":"应用多了需求又上来了","text":"应用多了需求又上来了","html":"应用多了需求又上来了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":397162518045088,"commentId":"397162518045088","gmtCreate":1737986012607,"gmtModify":1737986016734,"authorId":3517822632851909,"author":{"id":3517822632851909,"idStr":"3517822632851909","authorId":3517822632851909,"name":"幻方董事长","avatar":"https://static.tigerbbs.com/391b350fe76c9d7e10719735a5dce6b9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"以前是预测1000个模型，每个模型拿几万张卡训练几年，现在呢？算力可以降低70%以上还能玩并且玩的好还开源，预期变了！铲子暂时还不足，但是未来不需要那么多了","text":"以前是预测1000个模型，每个模型拿几万张卡训练几年，现在呢？算力可以降低70%以上还能玩并且玩的好还开源，预期变了！铲子暂时还不足，但是未来不需要那么多了","html":"以前是预测1000个模型，每个模型拿几万张卡训练几年，现在呢？算力可以降低70%以上还能玩并且玩的好还开源，预期变了！铲子暂时还不足，但是未来不需要那么多了","likeSize":1,"commentSize":4,"subComments":[{"id":397190458274224,"commentId":"397190458274224","gmtCreate":1737992599405,"gmtModify":1737992603513,"authorId":3517822632851909,"author":{"id":3517822632851909,"idStr":"3517822632851909","authorId":3517822632851909,"name":"幻方董事长","avatar":"https://static.tigerbbs.com/391b350fe76c9d7e10719735a5dce6b9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4195272735879932,"repliedAuthor":{"id":4195272735879932,"idStr":"4195272735879932","authorId":4195272735879932,"name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397162518045088,"supIdStr":"397162518045088","prevId":397184557437096,"prevIdStr":"397184557437096","content":"我只说算力卡特别是高端需求下降了，低端国内可以生产 达子还值那么多钱吗 现在不是说达子不值钱 ","text":"我只说算力卡特别是高端需求下降了，低端国内可以生产 达子还值那么多钱吗 现在不是说达子不值钱 ","html":"我只说算力卡特别是高端需求下降了，低端国内可以生产 达子还值那么多钱吗 现在不是说达子不值钱 ","disclaimerType":0},{"id":397184557437096,"commentId":"397184557437096","gmtCreate":1737991460881,"gmtModify":1737991464850,"authorId":4195272735879932,"author":{"id":4195272735879932,"idStr":"4195272735879932","authorId":4195272735879932,"name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3517822632851909,"repliedAuthor":{"id":3517822632851909,"idStr":"3517822632851909","authorId":3517822632851909,"name":"幻方董事长","avatar":"https://static.tigerbbs.com/391b350fe76c9d7e10719735a5dce6b9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397162518045088,"supIdStr":"397162518045088","prevId":397173482136016,"prevIdStr":"397173482136016","content":"图片视频需要的算了更高。 deepseek也不能生成图像。 只能识别文字","text":"图片视频需要的算了更高。 deepseek也不能生成图像。 只能识别文字","html":"图片视频需要的算了更高。 deepseek也不能生成图像。 只能识别文字","disclaimerType":0},{"id":397173482136016,"commentId":"397173482136016","gmtCreate":1737988347669,"gmtModify":1737988351724,"authorId":3517822632851909,"author":{"id":3517822632851909,"idStr":"3517822632851909","authorId":3517822632851909,"name":"幻方董事长","avatar":"https://static.tigerbbs.com/391b350fe76c9d7e10719735a5dce6b9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4195272735879932,"repliedAuthor":{"id":4195272735879932,"idStr":"4195272735879932","authorId":4195272735879932,"name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397162518045088,"supIdStr":"397162518045088","prevId":397167343424080,"prevIdStr":"397167343424080","content":"你自己去玩就知道了 图片一样可以 都是一个逻辑 ","text":"你自己去玩就知道了 图片一样可以 都是一个逻辑 ","html":"你自己去玩就知道了 图片一样可以 都是一个逻辑 ","disclaimerType":0},{"id":397167343424080,"commentId":"397167343424080","gmtCreate":1737987523090,"gmtModify":1737987527056,"authorId":4195272735879932,"author":{"id":4195272735879932,"idStr":"4195272735879932","authorId":4195272735879932,"name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397162518045088,"supIdStr":"397162518045088","prevId":0,"prevIdStr":"0","content":"但是那些都是语言模型。 那么更复杂的场景呢 比如视觉 图片 等 ","text":"但是那些都是语言模型。 那么更复杂的场景呢 比如视觉 图片 等 ","html":"但是那些都是语言模型。 那么更复杂的场景呢 比如视觉 图片 等 ","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":397161246146832,"commentId":"397161246146832","gmtCreate":1737985660638,"gmtModify":1737985664536,"authorId":3575497314441945,"author":{"id":3575497314441945,"idStr":"3575497314441945","authorId":3575497314441945,"name":"立水marco","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"deepseek证明了不需要那么多，那么金贵的黄金铲子，只要更少的铲子，用华为中芯制造的普通铲子就够了","text":"deepseek证明了不需要那么多，那么金贵的黄金铲子，只要更少的铲子，用华为中芯制造的普通铲子就够了","html":"deepseek证明了不需要那么多，那么金贵的黄金铲子，只要更少的铲子，用华为中芯制造的普通铲子就够了","likeSize":0,"commentSize":2,"subComments":[{"id":397182271857240,"commentId":"397182271857240","gmtCreate":1737990913642,"gmtModify":1737990917872,"authorId":3575497314441945,"author":{"id":3575497314441945,"idStr":"3575497314441945","authorId":3575497314441945,"name":"立水marco","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3525666228690124,"repliedAuthor":{"id":3525666228690124,"idStr":"3525666228690124","authorId":3525666228690124,"name":"中原狙神","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397161246146832,"supIdStr":"397161246146832","prevId":397177217716776,"prevIdStr":"397177217716776","content":"我用的是deepseek，一个工具，我不介意买到跟华为苹果一样性能，但便宜10倍的手机。还有你买手机汽车是有排面效益，你买电脑，买工具是看排面还是看性能？","text":"我用的是deepseek，一个工具，我不介意买到跟华为苹果一样性能，但便宜10倍的手机。还有你买手机汽车是有排面效益，你买电脑，买工具是看排面还是看性能？","html":"我用的是deepseek，一个工具，我不介意买到跟华为苹果一样性能，但便宜10倍的手机。还有你买手机汽车是有排面效益，你买电脑，买工具是看排面还是看性能？","disclaimerType":0},{"id":397177217716776,"commentId":"397177217716776","gmtCreate":1737989458134,"gmtModify":1737989462048,"authorId":3525666228690124,"author":{"id":3525666228690124,"idStr":"3525666228690124","authorId":3525666228690124,"name":"中原狙神","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397161246146832,"supIdStr":"397161246146832","prevId":0,"prevIdStr":"0","content":"手机几百块的机子都能用，你为什么要买几千的更好的手机？","text":"手机几百块的机子都能用，你为什么要买几千的更好的手机？","html":"手机几百块的机子都能用，你为什么要买几千的更好的手机？","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":397125937442880,"commentId":"397125937442880","gmtCreate":1737977306407,"gmtModify":1737977310550,"authorId":3516069222588608,"author":{"id":3516069222588608,"idStr":"3516069222588608","authorId":3516069222588608,"name":"赌狗终将一无所有","avatar":"https://static.tigerbbs.com/5dea5b60703e4a675b801d078999d34d","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"deepseek也是在meta的基础上改进的，以“降本增效”为方向改进和以突破极限为方向进步完全不一样，军备竞赛只会更激烈更全方面","text":"deepseek也是在meta的基础上改进的，以“降本增效”为方向改进和以突破极限为方向进步完全不一样，军备竞赛只会更激烈更全方面","html":"deepseek也是在meta的基础上改进的，以“降本增效”为方向改进和以突破极限为方向进步完全不一样，军备竞赛只会更激烈更全方面","likeSize":0,"commentSize":1,"subComments":[{"id":397193335488912,"commentId":"397193335488912","gmtCreate":1737993313382,"gmtModify":1737993317145,"authorId":3553256311875125,"author":{"id":3553256311875125,"idStr":"3553256311875125","authorId":3553256311875125,"name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.73%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":397125937442880,"supIdStr":"397125937442880","prevId":0,"prevIdStr":"0","content":"这是不是胡说八道，有证据吗？扎克不是已经抓狂了吗？","text":"这是不是胡说八道，有证据吗？扎克不是已经抓狂了吗？","html":"这是不是胡说八道，有证据吗？扎克不是已经抓狂了吗？","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":397173804036552,"commentId":"397173804036552","gmtCreate":1737988425726,"gmtModify":1737988443011,"authorId":3478494521127319,"author":{"id":3478494521127319,"idStr":"3478494521127319","authorId":3478494521127319,"name":"tiger20250101","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"deepseek 只是导火索，可能未来有更省算力的方法出现，那英伟达就逗比了，是真的要凉凉的","text":"deepseek 只是导火索，可能未来有更省算力的方法出现，那英伟达就逗比了，是真的要凉凉的","html":"deepseek 只是导火索，可能未来有更省算力的方法出现，那英伟达就逗比了，是真的要凉凉的","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":397179778195872,"commentId":"397179778195872","gmtCreate":1737990226511,"gmtModify":1737990750567,"authorId":3546285505201965,"author":{"id":3546285505201965,"idStr":"3546285505201965","authorId":3546285505201965,"name":"招财专员","avatar":"https://static.tigerbbs.com/56399d9898cb4cf677ecf630eb5edca2","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.17","exceedPercentage":"60.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397120046449320,"objectIdStr":"397120046449320","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不要把问题想得太简单，算法和算力就是木桶效应，AI发展的速度取决于最短的那块短板，以前是算法庞大算力需求大，所以短板在算法那么算力则过剩，现在算法精简起来了对更精尖的算力提出了新要求，正是芯片发展的下一个方向。AI的核心是什么是它自身迭代的速度，这个速度依赖永远离不开算法和算力","text":"不要把问题想得太简单，算法和算力就是木桶效应，AI发展的速度取决于最短的那块短板，以前是算法庞大算力需求大，所以短板在算法那么算力则过剩，现在算法精简起来了对更精尖的算力提出了新要求，正是芯片发展的下一个方向。AI的核心是什么是它自身迭代的速度，这个速度依赖永远离不开算法和算力","html":"不要把问题想得太简单，算法和算力就是木桶效应，AI发展的速度取决于最短的那块短板，以前是算法庞大算力需求大，所以短板在算法那么算力则过剩，现在算法精简起来了对更精尖的算力提出了新要求，正是芯片发展的下一个方向。AI的核心是什么是它自身迭代的速度，这个速度依赖永远离不开算法和算力","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/397120046449320"}
精彩评论