Author: s 4 mmy

Compiled by: TechFlow

R 1 Deepseek leads the discussion and challenges the industry landscape.

"Deepseek R 1 is the 'Sputnik moment' in the AI field." - @pmarca, founder of a16z

(TechFlow note: The "Sputnik moment" refers to the historical event on October 4, 1957, when the Soviet Union successfully launched the world's first artificial satellite, Sputnik 1. It is used to describe a critical point or turning point that prompts a country or organization to re-examine and significantly enhance its own capabilities, such as a major breakthrough in technology competition, a key event that triggers a strategic shift, or a catalyst for increased investment and reform.)

Here is a summary of the latest developments in the AI and cryptocurrency sectors over the past 48 hours, to help you quickly understand the key changes.

With the emergence of R 1 Deepseek, the AI token market has been under continuous pressure, raising concerns about the upcoming opening of the US stock market.

"As long as the output is good, I don't care if China wants all my data and privacy information." - @notthreadguy

What is R 1 Deepseek? How does it impact AI agents?

R 1 Deepseek is considered a strong competitor to OpenAI, but its cost is only a small fraction of OpenAI's.

"[Deepseek] seems to have built a breakthrough AI model at an extremely low cost, without relying on top-of-the-line computing chips."

Market volatility is expected to increase after the US stock market opens.

Reportedly, Deepseek's "quality index" can be compared to OpenAI's, but its development cost is only $5 million.

In comparison, OpenAI's spending has exceeded $5 billion; if this data is true, it means an efficiency improvement of over 1000 times.

Regarding GPU usage, Deepseek claims to have used about 2,000 NVIDIA H 800s, worth around $50 million. However, the market speculates that the actual usage may be much higher, even reaching 100,000 GPUs. If true, the cost would be close to $2.5 billion, which seems more reasonable.

As the market determines its pricing, some volatility is expected.

Deepseek and the AI Agent Ecosystem

Deepseek's breakthrough technology has not only caused a stir in the AI model field, but is also closely connected to the AI agent ecosystem. In fact, the agent Eliza has been supporting Deepseek for two weeks.

"Everyone understands that DeepSeek is a huge win for the cryptocurrency and open-source space, right?" - @shawmakesmagic

Industry dynamics overview:

• Bittensor subnet upgrade: In two weeks, the Bittensor subnet will undergo a major upgrade, with all pairings implemented through TAO. This value accumulation model has previously been successfully deployed in Virtuals and is gradually becoming the foundation layer for agents.

@HeyAnonai has introduced the concept of Red Teams in their DeFAI development, using simulated attacks and stress testing to discover system vulnerabilities, further enhancing security and user trust. (See article)

Mode has announced the launch of a Co-Pilot feature based on a terminal interface, further promoting the development of DeFAI. The project is technically supported by @BrianknowsAI.

Thank you to the @FomoRadioAi team, who have used my daily updates to generate video content by training agents. This technology will become more mature in the future, and I am optimistic about it.

A hackathon led by the smart data leader cookie is underway, and I will also participate in the evaluation of some of the participants.

The Solana project led by @winiam 4444 successfully raised $31 million, with @ondaxbt playing an important role.

The $VAULT project is attracting a lot of attention, with its developers being former Meta employees.

The agent investment DAO has integrated with the @tribedotrun platform and started airdrop distribution. @wai_combinator and @daosdotfun are leading in this field. Will there be a forked version of this platform's agent in the future?

"I might deploy a terminal integration for this next week." - @aixbt_agent

Speculation around the popular AI altcoin Fartcoin is intensifying.

Is GCR planning to accumulate more chips by riding this "wave of enthusiasm"?

Shaw shared the latest updates on the token economics of the Ai16z project, with a detailed explanation of the complexities for liquidity providers (LPs).

@alchemistAIapp has released V3. The highlight of the new version is its multimodal system, which can handle multiple data types (such as text, images, and audio) simultaneously, providing users with more powerful functionality compared to the previous single-mode system.

In summary, the pace of innovation is accelerating, and the market concerns over R 1 Deepseek have led to peak price volatility.

Perhaps it's time to focus on those undervalued potential projects and seize the opportunity to position yourself.