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Chinese AI Firthseek is emerged as a US AI pitcherhe shows Fire It claims to work the same way as a small donation. The company’s mobile app, which was released in early January, has taken the wings of the App Store in major markets including the US, the UK, and China, but there is no doubt about the authenticity of its claims.
Founded in 2023 by Liang Wenfeng, CEO of AI-Runn Queder Fund
Wall Street’s reaction has been mixed. Although the firm warns that the popular method of Curcseki “offers the latest money from Meta and Microsoft – each $ 60 this year.
Sailman SACHS sees great significance, pointing out that development can renew competition between established giants with low barriers to entry.
Here’s what Wall Street analysts write at Highseek, in their own words (emphasis added):
Jeffries
Eughseki’s powerful submission to Aip breathe some of the Capex Euphoria which followed the big clues from Stargate and Meta last week. With Hughsek offering the same functionality as GPT-4o to get the power section, there is Negative effects that the buildersdue to the pressure on the ai players to explain the extras that are being added in the end the end the end the end the end the end the end the end the end the end the end the lower types of money and the profit margin.
If the smaller versions can work better, it is having a smartphone problem. We have an AI smartphone where AI has yet to find a place for consumers. Harg’s Big Raise AAPL’s stock is moe-based, but 3bn shares is still too small for consumer use. So Herseek’s success gives some hope but no harm to AI Smarty’s thinking.
China is the only market that follows llm because of chips. Trump/Musk may accept the risk of further sanctions and pressure China to weaken them quickly. Therefore, we think that the Trumpet will rest.
Citi
While the success of Deeceseek can be difficult, we Ask for an opinion That the decomposition was done without the use of advanced gpus to exit properly and / or rebuild the final llms according to the final method. Although the dominance of US companies in the most advanced models of Ai can be disputed, what he said, we imagine that we are in the bush more, to find the opportunity. Therefore, we do not expect that the leading AI will move away from the high-end GPus that provides $/tflops at scale. We see the recent announcement of aIpe/Stargate as an important catalyst for the need for chips.
Bennstein
In short, we believe that 1) They didn’t give the open $5m”; 2) Colors look good but we don’t think it’s a miracle; and 3) the Twitterover effect The fear of the weekend seems to be stretched.
Our first reaction does not involve fear (far from it). If we accept that Dyyeeek may have reduced the cost of the connection solution, say, we also see that the average traffer is increasing in this case Continue forever. In this situation, we need schemes like this (moe, distillation, mixing, etc.) as AI and continue to progress. And for those who are looking, as Lovers of Semi, We are believers in Jevons Firosex (for example, such products make a lot of extras) Wanting to Grow VS causes a long-term decline at the moment, since we do not believe the needs of the compones are close their border at Ai. It also seems like it’s just a rush to think that Deepseek’s deployment is not completely known by the number of researchers who are more ai And by sending their people, but we can’t believe that they didn’t think about it or maybe even use the same methods).
Morgan Stanley
We have not confirmed the authenticity of these reports, but if they are correct, and lldd’dd ngm is indeed of ancient antiquity, We may see a version of AI running eventually on small computers (Reducing additional costs at work, the computers of officials, and ultimately your computers will benefit from the amount they want to achieve the same things.
Gold sachs
With recent developments, we also see 1) potential competition between mobile value criminals vs. Start-UPSgiven the barriers to entry, especially with the latest models made at a fraction of the cost of existing ones; 2) From training to full integrationverification of post-deployment training (including assessment of skills and reinforcement) that requires limited attendance to visit VS. Pre-Pre-Pre-Pre-Pre-Pre-Pre-Pre-Pre-Important; and 3) the global potential of Chinese players, given their performance and cost/price ratio.
We continue to look forward to the competition of AI / AI to continue in the China Program. In the center of IC Application Among them, Doubao has been the most clever of the farthest in China. We believe that additional streams (subscriptions, advertising) and a low cost/sustainable method of monetization/environmental benefits between programs/supporters will be the key.
For construction, the financial manager has only looked at whether there will be something very close between the expectations of the market on the II Capex and a large exchange in prices / support method. For cloud / data players, we continue to believe in the vision of 2025 , in which AI and AI functionality will enable growth and margins going forward. We remain focused on the long-term AI is looking to grow if further reductions in numbers/training/investments involved can drive AI to a higher level. See also chapter # 5 of the masmes of our access message / components of the availability of Bbat Capex based on the size of the chip In front of a slow vs. Strong 2024 (GSE: +61% Yoy), driven by continued investment in AI.
Morgan
Most of all, the bulk is made of Herseeki’s research papers, and strongly. It is not known that the number of emotions is ~ ~ 50k hopper gpus (similar to the cluster that Treat Lope-5 For example, their v2, for example, claims to be 1/7 of GPT-4 Turbo). Their split (though not new) claim – which led to the dropping of US AI names this week – is “more money can’t match innovation.” Liang: “At the moment I don’t see any new strategy, but the big companies have no hand. The big companies have existing customers, but their money flow businesses are their assets, and this makes them vulnerable to disruption at any time. ” And when asked about the fact that GPT5 not released: “Treatai is not God, it is not always ahead.”
Ubs
During 2024, the first year we saw a large aircraft of Ai, more than 80-90% idc idc were operated by 1-2 customers, which translated those who melt Air’s powerful training helps you to use the cost of use.
If AI training and Insi Cost is very low, We hope more users would be able to advertise their business or develop new activitiesretail customers. The need for idc means a focus on location (as users are more important than the cost of support), and thus the power of the value of the value of users idc 1 and satellite cities. At this point, a very popular doctor client can also mean a lot of power.
We will update the article as another investigation.
