Tag Archives: DeepSeek

The one does not imply the other

We have seen the news on tariffs, we have seen the news on DeepSeek and it has exploded the views on LinkedIn as every influencer wants to cash in on the news on DeepSeek, in one way or another.

However, we forgot about one part. We forgot that we still have a nation called Ukraine that is at war with Russia. Some time ago we saw that Russia is unable to fight this war alone, so they called in the help of North Korea. We all saw them being proud as peacocks marching in unison and it looks impressive to almost any soldier and their generals. Yet the reality is different. We are given (at https://www.bbc.com/news/articles/cjder8zgk48o) ‘Ukraine says North Koreans may have pulled out of front line’, my first thought was “Is it merely a regrouping tactic?” That happens. We can on the offense, we can select defense or we can evade. Evasion makes sense after the losses reported, but evasion towards what? Regrouping, or pulling out. Regrouping makes more sense to me. 

The BBC reports “Western officials told the BBC that, out of some 11,000 troops sent from North Korea to fight for Russia, 1,000 had been killed in just three months.” A setting that boils down to decimation of ones troops. This is not surprising, as war is a lot different from parades. But decimation is a serious setting. It amounts to the knowledge that most opponents could do serious damage to the North Korean army. So whilst it might bolster 1.3 million active troops. A decent skirmish could cost that army 130,000 troops and that is merely in the first three months. The larger setting is that Russia mistook parade strength in actual battle strength and that is just not the case. The Ukrainians know that and also realize that the fight is not yet over, more important the smudge they delivered will also soil Kim Jong Un and he does not take kindly to get soiled. I reckon that the regroup comes with the message that they better be successful or not come back at all. This is the setting of desperation and desperate soldiers are a lot more dangerous. I am inclined to believe the quote “The newspaper quoted US officials as saying the withdrawal may not be a permanent one, and the soldiers could return after receiving additional training or after the Russians come up with new ways of deploying them to avoid such heavy casualties.” The BBC gave us. There is every chance that they will get reinforcements from Pyongyang and the clear message to succeed or do not come back alive.

That last part is speculation bordering on presumption, yet with the facade we have seen with President Putin and Supreme leader Kim Jong Un my view seems to be a decently accurate one. My biggest worry is how much damage will Ukraine get in the coming year, because this is not over, not even close and unless Russia is given a truckload of damage, this will not end. Hence my two inventions that could have woken up DARPA with the intent that they test the ‘contraptions’ before handing it to Ukraine. As such I created something to block ports (a sneaky stealth system) and smelting to meltdown nuclear reactors. If the ones in South Russia stop working that army loses a lot of power (and heating) setting the Russian army to a stand still, should places like the Port of Olya gets stopped to utilize troops and materials for the front the reinforcement setting fall short. I saw that the solution is less effective in Odessa as it is a much more spread but part of the harbor could be blocked, the Nuclear reactor solution has a few question marks and both inventions were designed to aid Saudi Arabia and take Iran out of the equation. But they work on Russian principles as such it should work for both. 

Yet, this is not about me, it never was. People don’t consider the larger window. When a near defeated President Putin runs to North Korea for help, what more will he do? Consider that he mobilizes all his troops and North Korea does theirs. Do you think South Korea will be overlooked? The larger setting is that should (being the operative word) be successful, the pressure on Japan grows immensely. Do you think that any dictator (sorry I meant supreme leader) will simply stop at one win? Do you think Ukraine is enough for President Putin? It is this the shallowness how some people think?

The reality is quite different. They see that losses are a mere hinder block to more and they both want more, they both are on the verge of seeing the loss of basic necessities in their countries and they realize that they are now on borrowed time, they both are. They need a decent win to ‘depart’ the scene with the honor of victory and that is where we currently stand. Russia and North Korea never counted on the tenacity of Zelensky and his troops. So where will this go? That depends on the support the Ukrainian troops receive in the near future and that is where we come in, preferably as soon as possible. 

Have a great day in supposedly peaceful resolution.

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Overdrive, or drive over

That is the setting. We can try to set the premise of DeepSeek (a waste of my time), we can set the premise of Microsoft AI (a waste of everyones time) and yes the 14 billion will have an effect and we can speculate on the 500 billion that StarGate is going to cost and what exactly will be the enabling part. Did anyone consider the ROI of that idea? That prospect will need to make at least 15 billion annual to make it worth. Throwing big printed cash at it will be as useless as the quantitive easing that Mario Draghi promised about a decade ago. Yup, it won’t go anywhere. 

But that led me to a setting many seem to ignore, so lets have the list:

Microsoft 365 Copilot: A monthly subscription that costs $30 per person. Copilot Free is available with the Microsoft 365 Business Basic plan. Copilot Pro is a monthly subscription that offers more advanced features. 
So at present, how many people are on this plan? It seems that Microsoft isn’t to talkative on ‘how successful’ it actually is. We get spread numbers and these numbers doesn’t seem to validate the billions invested.

Azure Machine Learning: A pay-as-you-go service with pricing based on the number of vCPUs. 
Azure AI Search: A service with pricing based on the number of text records or images processed. 

Here I have more issues. You see, we are given “Azure AI. Azure AI provides users with powerful tools that can be used to create innovative solutions using machine learning, natural language processing (NLP), computer vision, and more” How can any machine learning create innovative solutions? If it is machine learning someone else has it already, making it reengineering at best, optionally an innovative patent. I always (perhaps incorrectly) see pay-as-you-go as a dodgy solution. You either commit, or you don’t. 

Computer Vision API: A service with pricing based on the number of transactions processed. 
So, a service based on transaction processing, on that case if the IT department doesn’t throttle its usage there is every chance that an intern could blow up cost as it is happening.

Azure AI Content Safety: A service with pricing based on the number of text records or images processed. 
Azure AI Content Understanding: A service with pricing based on the number of hours of content processed. 

All this is set to a counter (like ConfirmIT) and that is the only company that had a good handle on it, a setting with decades. Now, there is a chance that I forgot a few solutions and that is OK. I am not heading an aspirational setting of academic instance.

You see everyone is on the bandwagon and I am too tired (or too old) to care. The media can’t be bothered unless digital currency is flowing their way. Yet in all this when did you see a clear description of AI solutions in use by Amazon, IBM or Oracle? You see, the DeepSeek issues of the last few days stirred a few minds. They are now also seeking Return on Investment (ROI) and that image is not clear, at least the media seemingly can’t be bothered and the influencers now shouting their wisdom on LinkedIn are also at times tedious and for the most a waste of everyones time. So why Microsoft? I don’t really care about it, but they (and their sickofans) are shouting how good their solutions are, but we see no clear numbers. And at present clear numbers is what the most of the population want. 

Am I wrong?
I doubt it, the signs are there and when we see a small message on the left, the right clearly muffle that sound out. You see Shelly Palmer in IEEE Spectrum writes “As for the 100,000 jobs the project is supposed to create? Some construction jobs will be created as the data centers are built, but many more (millions more) will be created as the data centers come online. We’ve never had a compute cloud like this—there’s literally no way to calculate the economic impact of this amount of AI compute. It will be massive.” I actually don’t know about that. The idea that “there’s literally no way to calculate the economic impact of this amount of AI compute” is as I see it bogus. For 500 billion ($500,000,000,000) I expect more. But at present it comes across like a huge NSA data collection hub. Come to think of it, We could (optionally) get some data from the NSA, Google or IBM. They have experience with really big data centers. So what are those costs? What is the return on investment? And there is the setting of the value of collected data and that will not even have value until lots of data is collected, so lets say by 2030 and all those billions need to show investment value and at present the big-tech market lost over 1 trillion dollars a few days ago. So where is the ROI of all this?

Then we get “There are many tech skeptics, and it has become fashionable to denigrate and vilify big tech. To me, the Stargate Project is the first step in securing the future of the U.S. economy as well as our digital and cyber security. Every business will benefit from the power and promise of AI, and—like it or not, believe it or not—warfare will be dominated by AI. Today, the U.S. has a clear lead. The Stargate Project will help ensure it stays that way.” My issue is that there are always skeptics, I am one to some extent and the words “the power and promise of AI” fills me with dread. It is the included word “promise” and warfare isn’t dominated by AI, the setting pf properly programmed deer machine learning is. It is not AI and it is unlikely to show until somewhere in early 2040 at best (as I personally see it) but the 500 billion is coming out of ‘our’ pockets now. Yes, I know what they say that corporations will push the bill. Yet when this goes pear shaped. They will al put in in a bad bank account and relinquish the debt as a write off, so you, in the end still pay the bill in some way.

Then there is the sentence “Today, the U.S. has a clear lead” do they? DeepSeek is Chinese and their setting blew the rest away, you want to find out what a two-nil for China looks like? You are about to see that in very unrespectful terms. And as everyone is on that so called AI horse no one is investigating it, the media least of all.

In the meantime I will reengineer games. There is at least some revenue in that. And as I saw the reengineering options for ‘Infamous: Second Son’ The Sony firms could get some more coins from an 11 year old game on the PS4. And now there is an option to get it upgraded to PS5. Consider the gaming population. Whomever played in to PS4 (early days PS4) would like the setting on PS5, I tried that original game on PS5 and it plays well. A few minor glitches but that is what happens. The storyline could be upgraded and with linearity removed the game would get a much tougher stance. Then add the ‘cleaning’ of Seattle and we get a more complete game. With the setting to an optional change to Smoke-TV-Neon sequence the game alters a fair bit, and in this the game could also encase the stealth option in the game. Take with that the option to go back to the beginning to free the people from concrete affliction the good and the bad will also alter to some degree and it isn’t merely the good and the bad setting, the larger stage of animosity could reverberate through the game. And I am now looking to a few more games. A setting that I believe is great for Sony in the immediate future. 

Can’t stop a creative mind puzzling on how to make something better, a trick that isn’t possible with Deeper Machine Learning and LLM’s. Have a great Thursday.

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And the bubble said ‘Bang’

This is what we usually see, or at times hear as well. Now I am not an AI expert, not even a journeyman in the ways of AI, But the father of AI namely Alan Turing stated the setting of AI. He was that good as he set the foundation of AI in the 50’s, half a century before we were able to get a handle on this. Oh, and in case you forget what he looks like, he has been immortalised on the £50 note.

And as such I feel certain that there is no AI (at present) and now this bubble comes banging on the doors of big-tech as they just lost a trillion dollars in market value. Are you interested in seeing what that looks like? Well see below and scratch the back of your heads.

We start with Business Insider (at https://markets.businessinsider.com/news/stocks/tech-stock-sell-off-deepseek-ai-chatgpt-china-nvidia-chips-2025-1) where we are given ‘DeepSeek tech wipeout erases more than $1 trillion in market cap as AI panic grips Wall Street’ and I find it slightly hilarious as we see “AI panic”, you see, bubbles have that effect on markets. This takes me back to 2012 when the Australian Telstra had no recourse at that point to let the waves of 4G work for them (they had 3.5G at best) so what did they do? They called the product 4G, problem solved. I think they took some damage over time, but they prevented others taking the lead as they were lagging to some extent. Here in this case we are given “US stocks plummeted on Monday as traders fled the tech sector and erased more than $1 trillion in market cap amid panic over a new artificial intelligence app from a Chinese startup.” Now let me be clear, there is no AI. Not in America and not in China. What both do have is Deeper Machine Learning and LLM’s and these parts would in the end be part of a real AI. Just not the primary part (see my earlier works). Why has happened (me being speculative) is that China had an innovative idea of Deeper Machine Learning and package this innovatively with LLM modules so that the end result would be a much more efficient system. The Economic Times (at https://economictimes.indiatimes.com/markets/stocks/news/worlds-richest-people-lose-108-billion-after-deepseek-selloff/articleshow/117615451.cms) gives us ‘World’s richest people lose $108 billion after DeepSeek selloff’ what is more prudent is “DeepSeek’s dark-horse entry into the AI race, which it says cost just $5.6 million to develop, is a challenge to Silicon Valley’s narrative that massive capital spending is essential to developing the strongest models.” So all these ‘vendors’ and especially President Trump who stated “Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies” (source: the Guardian). And with the Stargate investment on the mark for about 500 billion dollars it comes as a lightning strike. I wonder what the world makes of this. In all honesty I do not know what to believe and the setting of DeepSeek the game will change. In the first there are dozens of programers who need to figure out how the cost cutting was possible. Then there is the setting of what DeepSeek can actually do and here is the kicker. DeepSeek is free as such there will be a lot of people digging into that. What I wonder is what data is being collected by Chinese artificial intelligence company Hangzhou DeepSeek Artificial Intelligence Co., Ltd. It would be my take on the matter. When something is too cheap to be true, you better believe that there is a snag on the road making you look precisely in the wrong direction. I admit it is the cynic in me speaking, but the stage that they made a solution for 6 million (not Lee Majors) against ChatGPT coming at 100 million, the difference is just too big and I don’t like the difference. I know I might be all wrong here, but that is the initial intake I take in the matter. 

If it all works out there is a massive change in the so called AI field. A Chinese party basically sunk the American opposition. In other news, there is possibly reason to giggle here. You see, Microsoft Invested Nearly $14 Billion In OpenAI and that was merely months ago and now we see that  someone else did it at 43% of the investment and after all the hassles they had (Xbox) they shouldn’t be spending recklessly I get it, they merely all had that price picture and now we see another Chinese firm playing the super innovator. It is making me giggle. In opposition to this, we see all kind of player (Google, IBM, Meta, Oracle, Palantir) playing a similar game of what some call AI and they have set the bar really high, as such I wonder how they will continue the game if it turns out that DeepSeek really is the ‘bomb’ of Deeper Machine Learning. I reckon there will be a few interesting weeks coming up. 

Have fun, I need to lie still for 6 hours until breakfast (my life sucks).

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