@dwr
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/