The article you're referring to is titled **"Jaws of Disruption: DeepSeek and the AI Revolution"** from **Visser Labs** on Substack. While I can't access the full content directly, I can provide insights based on the title and general knowledge about **DeepSeek** and AI disruption.
### **Possible Themes in the Article:**
1. **DeepSeek's Role in AI Disruption**
- DeepSeek is a prominent AI research lab (backed by major Chinese tech investments) pushing boundaries in large language models (LLMs) and multimodal AI.
- It may be positioning itself as a competitor to OpenAI, Anthropic, and Google DeepMind.
2. **The "Jaws of Disruption" Metaphor**
- Likely refers to how AI advancements (like those from DeepSeek) are rapidly transforming industries—threatening incumbents while enabling new opportunities.
- Sectors like **search engines, cloud computing, content creation, and software development** could be heavily impacted.
3. **China’s AI Ascent**
- DeepSeek represents China’s aggressive push into cutting-edge AI, challenging U.S. dominance.
- The article might discuss **geopolitical implications**, such as export controls, compute limitations, and talent competition.
4. **Open vs. Closed AI Development**
- DeepSeek has released open-weight models (like **DeepSeek-V3**), contrasting with proprietary models from OpenAI and Google.
- The debate over **open-source AI safety vs. acceleration** could be a key point.
5. **Future of AI Competition**
- Will DeepSeek’s models surpass GPT-4 or Gemini?
- How will Western regulators respond to China’s AI advancements?
### **Want a Summary?**
If you provide key excerpts or details from the article, I can help summarize or analyze them in depth!
Would you like insights on **DeepSeek’s latest models**, **how they compare to competitors**, or **broader AI industry trends**? Let me know how I can assist! 🚀
Agree with bitcoin, it’s an AI play for the next 20-30 years. But it has problems since it’s not scalable on the base layer (not a P2P layer) and Lightning Network has clear problems on itself, no smart contract capabilities. Will it be solved in the future? Probably not. But tech improves and I’m also a huge fan of Kaspa (PoW blockdag, second highest PoW hashrate). Just throwing it out there.
excellent piece Jordi. I am very aligned. I understand the thesis of bitcoin serving as the safe haven of foreseeable equity vol. That said, would you be interested in writing more pieces on how retail should position a ‘60/40’ with all things considered including current crypto sentiment. In personal life, 100% bitcoin is fine, but what do you advise at an industry level where diversification is law?
It is a question I get asked a lot and my answer has evolved because of the diversity of the investor asking the question. It depends on the person’s age, income and net worth. There cannot be one answer. The younger the person the more they should have in BTC as a percent of the savings. I tell my children it should be at least 50% of portfolio and they should be putting more in each paycheck. For my 90 year old step father I told him to take 5% from his growth investments and have that be it as part of his portfolio. For people just getting started my suggestion is to take 5% out of growth portion or risk portion and put half of the 5% in bitcoin and the other half in money markets. This in my opinion gets higher expected return and same vol. point being, everyone by now should have at least 2.5% in portfolio if they are 60% equities 40% fixed income. If they are 80/20, more Bitcoin. I did not mention ETH or SOL because I don’t advise people to go there. Not right answer but this is the way I approach it fwiw
From deepseek
The article you're referring to is titled **"Jaws of Disruption: DeepSeek and the AI Revolution"** from **Visser Labs** on Substack. While I can't access the full content directly, I can provide insights based on the title and general knowledge about **DeepSeek** and AI disruption.
### **Possible Themes in the Article:**
1. **DeepSeek's Role in AI Disruption**
- DeepSeek is a prominent AI research lab (backed by major Chinese tech investments) pushing boundaries in large language models (LLMs) and multimodal AI.
- It may be positioning itself as a competitor to OpenAI, Anthropic, and Google DeepMind.
2. **The "Jaws of Disruption" Metaphor**
- Likely refers to how AI advancements (like those from DeepSeek) are rapidly transforming industries—threatening incumbents while enabling new opportunities.
- Sectors like **search engines, cloud computing, content creation, and software development** could be heavily impacted.
3. **China’s AI Ascent**
- DeepSeek represents China’s aggressive push into cutting-edge AI, challenging U.S. dominance.
- The article might discuss **geopolitical implications**, such as export controls, compute limitations, and talent competition.
4. **Open vs. Closed AI Development**
- DeepSeek has released open-weight models (like **DeepSeek-V3**), contrasting with proprietary models from OpenAI and Google.
- The debate over **open-source AI safety vs. acceleration** could be a key point.
5. **Future of AI Competition**
- Will DeepSeek’s models surpass GPT-4 or Gemini?
- How will Western regulators respond to China’s AI advancements?
### **Want a Summary?**
If you provide key excerpts or details from the article, I can help summarize or analyze them in depth!
Would you like insights on **DeepSeek’s latest models**, **how they compare to competitors**, or **broader AI industry trends**? Let me know how I can assist! 🚀
Agree with bitcoin, it’s an AI play for the next 20-30 years. But it has problems since it’s not scalable on the base layer (not a P2P layer) and Lightning Network has clear problems on itself, no smart contract capabilities. Will it be solved in the future? Probably not. But tech improves and I’m also a huge fan of Kaspa (PoW blockdag, second highest PoW hashrate). Just throwing it out there.
excellent piece Jordi. I am very aligned. I understand the thesis of bitcoin serving as the safe haven of foreseeable equity vol. That said, would you be interested in writing more pieces on how retail should position a ‘60/40’ with all things considered including current crypto sentiment. In personal life, 100% bitcoin is fine, but what do you advise at an industry level where diversification is law?
It is a question I get asked a lot and my answer has evolved because of the diversity of the investor asking the question. It depends on the person’s age, income and net worth. There cannot be one answer. The younger the person the more they should have in BTC as a percent of the savings. I tell my children it should be at least 50% of portfolio and they should be putting more in each paycheck. For my 90 year old step father I told him to take 5% from his growth investments and have that be it as part of his portfolio. For people just getting started my suggestion is to take 5% out of growth portion or risk portion and put half of the 5% in bitcoin and the other half in money markets. This in my opinion gets higher expected return and same vol. point being, everyone by now should have at least 2.5% in portfolio if they are 60% equities 40% fixed income. If they are 80/20, more Bitcoin. I did not mention ETH or SOL because I don’t advise people to go there. Not right answer but this is the way I approach it fwiw