That analogy is flawed to the point I’d say it’s completely incorrect. To try and save it, I would go with …
A Chinese company has released a free car into a market full of free cars, but their car is the 2025 model so everyone wants it as its new. It won’t be new for long, and everyone will want a different model soon.
Nvidia targets businesses with their products, consumers having free cars isn’t a big issue for them as companies will still need their trucks.
Nvidia stockholders think the sky is falling and are pulling out, causing them to think the sky is falling, causing them to pull out. The real threat here isn’t DeepSeek, it’s that stockholders start to see AI doesn’t actually offer all the benefits that have been promised to companies looking to cut cost.
Edit: Oh and nobody is running the actual real 720GB, Deepseek R 671b model that can beat GPT, without using very high end expensive Nvidia cards. The stuff people are running on their machines at home is like a go-kart compared to the car.
An unknown quantization of R1 is running on the 3rd iteration of outdated 7nm hardware taken from Sophgo’s work with TSMC last year?
Is this meant to be impressive or alarming? Because I’m neither.