PERSON DIRECTORY
Ben Thompson
Host of Sharp Tech. Ben Thompson appears in 68 indexed conversations across Sharp Tech, Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
DeepSeek is Moneyball for AI: its $6 million V3 figure covered one final run, while mixture-of-experts and low-level optimization delivered efficiency breakthroughs without surpassing the US frontier.Cheaper reasoning models may manufacture training data and expand aggregate compute demand, preserving opportunities in power, networking, cooling, and inference; Microsoft retains optionality as export controls gamble on a durable US lead despite China’s industrial strengths.