DeepSeek; A Lesson in Thematic Investing
January saw a major shake-up in the artificial intelligence (AI) investment landscape. A relatively unknown Chinese tech start-up, DeepSeek, announced the release of R1, an open reasoning large language model (LLM). The R1 model matches the performance of o1 (OpenAI’s frontier reasoning LLM) across math, coding and reasoning tasks, at a fraction...
Read More