Lesia Slabinska

122 posts

Lesia Slabinska

Lesia Slabinska

@LSlabinska35919

Katılım Şubat 2024
109 Takip Edilen9 Takipçiler
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Deep Value Memetics
Deep Value Memetics@DV_Memetics·
DeepSeek will Ultimately Drive Higher Terminal Value to the AI Sector DVM View: The majority of recent declines in AI names are stemming from DeepSeek uncertainty and, to a lesser extent, a corrective phase in AI after a strong run-up since mid-Q4. Many marquee names are off 60%+ from ATHs, and Total AI Mcap is ~50% to $10b, from $19b near peak. In this note we highlight why DeepSeek news is not as big of a risk as perceived, and how protocols such as $ai16z, $ARC, $ALPHA, $Pippen, $Swarms, $Grift, and $AVA have already deployed solutions around DeepSeek to strengthen their agents/platforms. Key Take-Aways: - AI Terminal Value Increased Given Lower Prod’t Costs: DeepSeek kicked off an AI race driven by much improved performance/cost dynamic. At lower costs, we believe deployment of more advanced agents could be <$100/agent, vs. current $500-1000+ with better underlying technology. As an outside analogy, think of Moore’s law to semiconductors (eg moving from 20nm to 7nm) and its impact on performance/costs in mobile devices or computers. Alternatively, think of the high cost of blockspace on $ETH, before $SOL, and how many applications are now built on Solana as a result. In the same way, the AI arms race will kick off Agent proliferation and drive more value to the AI ecosystem. - Sell-off is More Political: The sell-off is more political driven, in our view, as leadership is perceived in the hands of China and US companies will need to use DeepSeek to implement competitive AI solutions. We do think a couple things to watch are potential legislation relating to DeepSeek use, similar to TikTok, and on-going testing and proof of cost-advantage. - Open Source: The main story is open-source will win in AI, which has always been the plan vs. closed source models such as ChatGPT. Open source enables more collaboration and faster development and lower end costs for the users. Crypto x AI has always been about open source. What is DeepSeek ? DeepSeek is a groundbreaking Chinese AI model that has captured significant attention due to its outstanding performance and cost-effectiveness. It benchmarks comparably to OpenAI's flagship model, o1, while being freely available with an API that is dramatically cheaper. How it Works? DeepSeek thrives on an open-source model, which enables local deployment to address data privacy concerns. It leverages less advanced chips for its development but still achieves high marks in benchmarks such as AIME, MATH-500, and GPQA. Its architecture is optimized for reasoning and contextual understanding, making it efficient despite not requiring massive GPU clusters for operation. Why it's Better? Cost Efficiency: DeepSeek's API is 96.4% cheaper than OpenAI's, and the model was developed at a fraction of the cost ($5.6M), enhancing accessibility for startups and individuals alike. Performance: DeepSeek matches or even surpasses ChatGPT in various benchmarks, offering high-quality AI at a significantly reduced price. Open Source: Its open-source nature allows for customization and local deployment, diminishing reliance on external APIs and bolstering data privacy. Efficient Architecture: With next-gen parameter structures, it delivers near state-of-the-art reasoning performance without the need for extensive hardware. Lower Hardware Requirements: It can operate on fewer GPUs or CPU clusters, making it accessible to a broader range of users. How it Impacts Our Names? The democratization of AI through lower costs and open-source access means smaller projects and developers can harness advanced AI without prohibitive licensing fees, potentially leveling the AI development landscape. For instance: - @ai16zdao ( $AI16Z ) by @shawmakesmagic integrated DeepSeek into its @ElizaOS_ai framework two weeks ago. - @arcdotfun by @0thTachi ( $ARC ) has supported DeepSeek in its Rig Framework for over a week. - @AETHERDOTFUN1 by @litm_sol ( $Aether ) began using DeepSeek for its Jedi upgrade three days ago. - @AlphaArc4k ( $ALPHA ) introduced an integration with DeepSeek just yesterday. - @0xzerebro by @jyu_eth ( $Zerebro ) started training in-house with DeepSeek, announced yesterday. - @pippinlovesyou by @yoheinakajima ( $Pippin ) reported that DeepSeek support is in its Litellm. - @swarms_corp by @KyeGomezB ( $Swarms ) announched moments ago that they added DeepSeek Agent capabilities to its framework. - @AVA_holo by @tong0x ( $AVA ) has plans in place to incorporate DeepSeek support. - @orbitcryptoai by @chrisries ( $GRIFT ) has been supporting Deepseek even before the launch of R1. How Projects Have Responded? Integration: Projects are increasingly moving away from OpenAI's API to leverage DeepSeek's, enhancing output quality at a lower cost, which in turn accelerates AI agent development. Innovation: The open-source aspect of DeepSeek fosters broader innovation, allowing developers to build on its capabilities for specialized AI solutions. Impact on Agents, Frameworks, and Platforms Agents: Stronger AI models like DeepSeek R1 are vital for AI agents, boosting their capabilities without a corresponding hike in costs, thus aiding their deployment across various platforms. Frameworks: Benefit from lower compute costs, enabling more extensive AI use and easier customization due to the open-source model. Platforms: Experience lower deployment costs and increased AI accessibility, leading to faster and more efficient AI services. Closing DeepSeek exemplifies how open-source AI can catalyze industries by reducing compute and licensing costs, thereby broadening AI's reach from small teams to large enterprises. This shift not only democratizes AI but also boosts the DeFAI sector, where AI agents enhance financial operations on decentralized networks, paving the way for innovative financial strategies and broader crypto adoption. This represents a significant step towards integrating AI into everyday finance, creativity, and decision-making, powered by community momentum and open-source ethos.
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Orbit
Orbit@orbitfinance_·
We’ve officially launched hundreds of agents across Web3! From trading to payments, DeFi to analytics, you can now explore all the agents we support—tailored to your needs and spread across over 100 blockchains. 🌍 This is the future of Web3 automation. Let’s dive in. 👇
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Emperor Osmo 🐂 🎯
Emperor Osmo 🐂 🎯@Flowslikeosmo·
$TANK framework probably leads the next leg of AI agents. We’ve gotten agents with X functionality, Discord and Telegram access. Voice Customization + Computer Access will 100x the virality/use cases of all agents.
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Ben Smith
Ben Smith@bcsmithx·
Calling all devs! Join us in building a new standard for truly personalized computer-use agents!
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MEW
MEW@mew·
thank you @CoinMarketCap for including us in the 2024 year book as one of the most popular memecoins and the driving force behind cat season! 📘✨ #CMCYearbook let’s make 2025 our best year yet… 📍🐕🌎✨ #popularity" target="_blank" rel="nofollow noopener">coinmarketcap.com/yearbook-2024-…
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BIO/ACC CTO
BIO/ACC CTO@BIOACC_SOL_CTO·
$Bl0/ACC is more than just a memecoin -it aims to contribute meaningfully to the bio/acc and DeSci ecosystem💪
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BIO/ACC CTO
BIO/ACC CTO@BIOACC_SOL_CTO·
10M $BIOACC tokens have been sent to the @Big_Pharmai $DRUG treasury—a major step toward driving innovation in the DeSci ecosystem! 🌐 A huge thank you to @scriptdotmoney for supporting this transformative journey. Together, we’re advancing the future of decentralized science, knowledge sharing, and groundbreaking research! 🧬✨
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Jakey
Jakey@SolJakey·
A memecoin is a startup.
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Snake wif Hat
Snake wif Hat@Snake_wif_Hat·
🔥 We are continuing the $wif legacy. 🔥 Dogs and cats had their time. Its time we make snakes cute again. 🐍 Ca: 5EdKas4QsHaa71QS1X98wiCTgJCCVMjw5GhY5QMKpump Join the community @ t.me/portal_to_snak…
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Hyperfy
Hyperfy@hyperfy_io·
⚡️ Introducing the Next Evolution of Hyperfy We’re unleashing a new era of the immersive web—fully open source and owned by everyone. Hyperfy empowers anyone to build and customize virtual experiences, sparking boundless creativity, collaboration, and collective empowerment.
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