AJ Kourabi

2 months ago | semianalysis.com | Dylan Patel |AJ Kourabi |Doug O'Laughlin |Reyk Knuhtsen

DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently stands, DeepSeek daily traffic is now much higher than Claude, Perplexity, and even Gemini. But to close watchers of the space, this is not exactly “new” news. We have been talking about DeepSeek for months (each link is an example). The company is not new, but the obsessive hype is.

Jan 15, 2025 | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |AJ Kourabi

The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in scope and scale, with many calling the efforts overzealous or misguided. The regulation at its core is targeted at preventing China from accessing AI compute to build frontier models.

Dec 10, 2024 | semianalysis.com | Dylan Patel |Daniel Nishball |AJ Kourabi

There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative they can find, declaring the end of scaling laws that have driven the rapid improvement in Large Language Model (LLM) capabilities in the last few years.