Setting aside specific cases like DeepSeek, the tech trend is a consistent march towards cheaper, faster, and better solutions. This march is often fueled by new approaches in manufacturing, materials, and techniques, all part of the broader march of scientific progress. The result is usually similar or superior performance at a significantly reduced cost.

I agree with the OP that constraint is the biggest driver of this innovative trend, which is why disruption is the best form of innovation.

The market is panicking, but for everyone who’s a customer/reseller of AI tools this should be a boon.

If LLMs are truly useful then this just made them far more accessible and able to create far more value. The market had been pricing in insanely expensive AI that was going to bleed everyone dry.

This moment has finally arrived. Been expecting it. Will this translate in a massive decrease in capex expenditure and the demise of NVIDIA? Will this deflate the AI bubble we are living in?