this post was submitted on 27 Jan 2025
15 points (89.5% liked)

Actually Useful AI

2075 readers
4 users here now

Welcome! ๐Ÿค–

Our community focuses on programming-oriented, hype-free discussion of Artificial Intelligence (AI) topics. We aim to curate content that truly contributes to the understanding and practical application of AI, making it, as the name suggests, "actually useful" for developers and enthusiasts alike.

Be an active member! ๐Ÿ””

We highly value participation in our community. Whether it's asking questions, sharing insights, or sparking new discussions, your engagement helps us all grow.

What can I post? ๐Ÿ“

In general, anything related to AI is acceptable. However, we encourage you to strive for high-quality content.

What is not allowed? ๐Ÿšซ

General Rules ๐Ÿ“œ

Members are expected to engage in on-topic discussions, and exhibit mature, respectful behavior. Those who fail to uphold these standards may find their posts or comments removed, with repeat offenders potentially facing a permanent ban.

While we appreciate focus, a little humor and off-topic banter, when tasteful and relevant, can also add flavor to our discussions.

Related Communities ๐ŸŒ

General

Chat

Image

Open Source

Please message @[email protected] if you would like us to add a community to this list.

Icon base by Lord Berandas under CC BY 3.0 with modifications to add a gradient

founded 2 years ago
MODERATORS
sisyphean
15
The Short Case for Nvidia Stock (youtubetranscriptoptimizer.com)
submitted 5 days ago* (last edited 5 days ago) by [email protected] to c/auai
2 comments fedilink hide all child comments
 

An extremely informative article that goes into great lengths to explain why Nvidia of overvalued currently. Long but worth a read.

you are viewing a single comment's thread
view the rest of the comments
[โ€“] [email protected] 8 points 5 days ago* (last edited 5 days ago)

I haven't gotten to the finance part yet but his discussion on the state of AI currently is excellent. I'm going to post something later about my experiments with DS-R1 in offline form and playing with "the big model" through their apps. The differences are pretty interesting and the big model is quite impressive.

Are you making any investment decisions today? I was thinking it might be a good day/week to "buy the dip" assuming NVidia actually is still a valuable company and will likely experience some overcorrection in the opposite direction. It's been jittering all day but the downward trend continues for the moment.

Edit:

Wanted to add that I also read this today and he has some different insights to DS as well. In particular, he thinks DS is being honest in their costs, and does some analysis on how their optimizations make their claims of computing on a lot of H800 chips plausible.

He also talks about how DS-R1 uses a somewhat different chain-of-thought/reasoning model than ChatGPT o1. They used RL (no HF!) to have DS "teach itself" how to reason. To me, that's maybe the most alarming bit. I'd been confident this approach wouldn't get to AGI but with these techniques... I dunno, maybe we're much closer to bootstrapping and the AGI revolution than expected? Like...within 2 or 3 years maybe?

Ah, the OP also mentions this:

With R1, DeepSeek essentially cracked one of the holy grails of AI: getting models to reason step-by-step without relying on massive supervised datasets. Their DeepSeek-R1-Zero experiment showed something remarkable: using pure reinforcement learning with carefully crafted reward functions, they managed to get models to develop sophisticated reasoning capabilities completely autonomously. This wasn't just about solving problemsโ€” the model organically learned to generate long chains of thought, self-verify its work, and allocate more computation time to harder problems.