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culi | on: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
Maybe: "Leaked Deepseek transcripts reveal plan to pause fundraising due to compute gap"

I don't know what "compute gap" means in this context though and it's not clear that that's why they plan to pause fundraising or if the title is conflating.

choonway | parent | next
yep. the word they use is probably 克制 or self-restraint. no need to raise so much cash if you can't use it.

in his article he talks about the negative aspects of getting everything you want. (all the money, brightest minds, biggest share in AI) etc. he says that these are the things that will cause a company to fail.

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AnnikaL | parent | next
Yeah, wouldn't it makes sense to increase fundraising, so as to acquire more compute to close the gap?
epolanski | root | parent
I guess they likely can't right now due to no hardware available, either cause of bans or already all booked.
aae42 | root | parent
I gather this is the whole point of the original article. It seems to have been pulled, so I can't confirm.

At what point do the AI companies start building their own hardware, I wonder.

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GolfPopper | parent | next
Perhaps it's akin to a mineshaft gap?
topspin | parent
> if the title is conflating

The title is certainly a great conflation. Any seeker of capital would want to regroup after an unfiltered leak of this magnitude, if for no other reason than to secure the forum from future leaks. The comments about the unlikelihood of enormous future profits were at least as consequential with regard to capital investment as anything else that was said.