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Sharp Tech
A podcast about understanding how technology works and the way it is changing the world, hosted by Andrew Sharp and Ben Thompson.
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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.