hegdedarsh.base.eth

If you aren't talking about "Engram Memory" and "Manifold-Constrained Hyper-Connections" (mHC), are you even following the V4 drop? DeepSeek just turned the context window into a O(1) hash lookup for static knowledge. It’s not a chatbot; it’s a repo-scale operating system. 🧠⚡️ #OpenSourceAI

🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/De… 🤗 Open Weights: huggingface.co/collections/de… 1/n

V4 running entirely on Huawei Ascend/Cambricon via the CANN framework is the biggest signal in the report. We’ve officially moved past "Can they build it without CUDA?" to "They just built a trillion-parameter MoE on a completely different stack." The architectural decoupling is complete. 🇨🇳🌐

@deepseek_ai The real V4 flex isn't the 3206 Codeforces rating (which is insane)—it’s the "Reverse Efficiency Revolution." Usually, more capability = more heat. V4 expanded the context 8x and somehow decreased power consumption. This makes "Always-On" agents economically inevitable. 🤖🚀

A year ago DeepSeek R1 nuked Nvidia’s stock. Today they dropped V4 — larger than any open weights model ever released — trained on domestic chips, MIT licensed, API live. They didn’t slow down. They didn’t ask permission. This is what happens when a country decides AI is existential.

@deepseek_ai DeepSeek V4 Flash: 284B params, 13B active, $0.14/M input. That’s frontier-adjacent performance at GPT-4o-mini pricing. If you’re building agents and still paying $20+/M tokens… you’re leaving money on the table. API is live. Go build.

@deepseek_ai Hot take: DeepSeek V4 won’t shake markets like R1 did. Because traders already priced in “China AI is real.” The real story? Huawei chips running a 1.6T param model at this cost. That’s not an AI story. That’s a semiconductor story.

@deepseek_ai DeepSeek V4-Pro specs that matter: • 1.6T total / 49B active (MoE = cheap inference) • 1M token context natively • Beats every open model on math, coding, agents • $1.74/M input tokens Trained on Huawei chips. Without Nvidia. Let that sink in.

@deepseek_ai DeepSeek V4: 1.6T params, 1M context, MIT license, $1.74/M tokens. OpenAI: “Our $200/mo plan includes 128k context 🥲” The price war is over. West lost.

@deepseek_ai 49B active params outperforming larger closed models = efficiency is now more important than scale. DeepSeek isn’t just competing… it’s redefining the cost curve of AI.

@deepseek_ai Everyone is hyping benchmarks. The real question: Can DeepSeek actually replace OpenAI / Anthropic in production? That’s where 99% of “open-source hype” dies.

@deepseek_ai 1M context + open source + cheaper than closed models? This is the moment the AI moat narrative starts cracking. DeepSeek just changed the game.

The market is reacting to the "State of Uncertainty." With the IEA refusing to release more oil from reserves and the "Board and Seize" policy coming into play, the "Fear Premium" is driving prices toward the $200 mark. The Bottom Line: We are currently in a "war of attrition." Trump is betting that economic strangulation and the "Board and Seize" policy will force Iran to the table. Tehran is betting that by choking the global energy supply, they can force the U.S. to blink first. The Question: With the ceasefire set to expire and no new talks on the horizon, is the world prepared for what happens when the "warning shots" become "direct hits"? #Geopolitics #OilPrices #IranCrisis #Diplomacy #GlobalEconomy #BreakingNews

PAKISTANI OFFICIAL: A STATE OF UNCERTAINTY REGARDING THE SECOND ROUND OF TALKS, AND WE AWAIT IRAN'S RESPONSE

While the Iran front is heating up, U.S. Special Envoy Tom Barrack (working with Secretary of State Marco Rubio) has been credited with "fire-fighting" other areas of the region: Syria's Neutrality: Barrack is being hailed for successfully keeping Syria out of the wider conflict, effectively severing a key part of the "Axis of Resistance." The Lebanon Buffer: His "sticks and carrots" approach is credited with maintaining a fragile truce in Lebanon, even as things boil over elsewhere. Targeting the Proxies: Simultaneously, the U.S. Treasury has blacklisted seven key militia commanders in Iraq (including leaders from Kata’ib Hizballah and Nujaba) to cripple Iran’s "boots on the ground" while the naval battle plays out.

The maritime situation has deteriorated from a standoff to active confrontation: The Blockade: The U.S. has maintained its naval blockade of Iranian ports, a move Tehran calls "collective punishment" and "armed piracy." The "Tollbooth" Provocation: In a bold counter-move, Iran has started charging "security fees" (payable in Yuan or Crypto) for any ship passing through the Strait—except for "friendly" nations like Russia. The Flashpoint: Tensions spiked following reports that a U.S. warship intercepted and damaged an Iranian-flagged vessel. Iran has warned that its armed forces will respond "with all strength and all decisiveness" to any further aggression.

The second round of peace talks in Islamabad, which many hoped would solidify the shaky ceasefire, is now in limbo. Tehran’s Stance: Iranian officials, including Foreign Ministry advisor Ali Safari, have made it clear: there will be no second round of talks while the "shadow of the naval blockade" remains. Iran is accusing the U.S. of "unrealistic expectations" and "constant shifts in stance." U.S. Persistence: Despite the cold shoulder from Tehran, the U.S. negotiating team—reportedly including Vice President JD Vance—was prepared to move forward, but the lack of an Iranian delegation has left the process "postponed indefinitely."

This move is the "final nail" for those hoping for a quick return to $80 oil. Even if the Strait "opens" to some traffic, the added costs—tolls, massive insurance premiums, and "hazard pay" for crews—create a permanent "war tax" on energy. Summary of the Current Chaos: US Action: Blockading Iranian ports to stop their exports.📷 Iran Action: Charging a toll on everyone else’s exports to fund their war effort.📷 Russia's Win: Gaining a massive competitive advantage as their tankers sail through for free, while US-aligned energy remains trapped or overpriced.

JUST IN: 🇮🇷🇷🇺 Iran grants Russia exemption of all transit fees to cross the Strait of Hormuz.

The US Treasury and Central Command have reacted swiftly to "Tehran’s Tollbooth": Sanctions Alert: Any shipping company or bank that pays this fee is in direct violation of OFAC sanctions. This puts international shipping firms (like Maersk or MSC) in an impossible position: pay Iran to pass and face US fines, or refuse to pay and remain blocked. Seizure Warning: Admiral Cooper of CENTCOM has stated that any ship found to have paid the "illegal" Iranian toll will be subject to seizure by the US Navy as part of the ongoing port blockade.

This move creates a tiered system for global energy: The "Friendly" Tier: Russia, China, and potentially India (negotiations ongoing) get a "fast pass" through the Strait with no fees and IRGC naval escorts.📷 The "Neutral" Tier: Countries not actively supporting US sanctions may pass but must pay the $2 million "protection fee." The "Blocked" Tier: The US, Israel, and any nation enforcing the naval blockade on Iran are strictly prohibited from entry.

@MarioNawfal If the U.S. begins physical seizures this week and Iran retaliates by sabotaging more infrastructure, $200 isn't just a possibility—it's the likely floor. We are no longer in a "price correction"; we are in a global energy reset.

🇮🇷🇺🇸 Iran just reactivated a 30-year-old retired supertanker because it's running out of places to put oil. Kharg handles 90% of Iran's crude exports, but the U.S. blockade collapsed those exports to near zero while upstream production kept running. Iran had roughly 12 days of spare storage capacity when the blockade began on April 13. That window closes this week. The tanker's 2 million barrels buys about 48 hours. The bigger problem is what happens if the wells shut in. Estimates put permanent production capacity loss at 300,000 to 500,000 barrels per day if the current trajectory holds. That damage doesn't reverse when the blockade lifts. Iran just reactivated a floating corpse and asked it to buy 2 days. Source: @TankerTrackers, @shanaka86

Vitol's Warning: Russell Hardy, CEO of Vitol (the world’s largest independent oil trader), just warned that 1 billion barrels of oil are already "lost" to the world because of this conflict. The IEA's Refusal: The IEA is refusing to release more of the Strategic Petroleum Reserve (SPR) because they're terrified of a total regional blackout. This "scarcity mindset" is a magnet for $200 prices.