Good read on current state of DeepSeek and Anthropic / Claude Code.

C.R.E.A.M. 

Compute rules everything around me

The NVDA price dip in February was so dumb. (I actually bought Jan 26 calls for the pre-DS price on Feb 8.)

Good read on current state of DeepSeek and Anthropic / Claude Code.

C.R.E.A.M. 

Compute rules everything around me

The NVDA price dip in February was so dumb. (I actually bought Jan 26 calls for the pre-DS price on Feb 8.)

https://semianalysis.com/2025/07/03/deepseek-debrief-128-days-later/

Biggest beneficiaries of this will be the global south