@nicholas_crown: Moonshot AI causes a huge slide in NVDA today - but will it last?

Nicholas Crown
Nicholas Crown
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Region: US
Friday 17 July 2026 19:09:13 GMT
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axe_482
Axe482 :
When you distill anthropic models you don’t need high end chips
2026-07-17 20:20:46
13
ericfuller529
EDF :
LETTER
2026-07-18 23:42:10
0
will_umm
willem :
I don’t know if i’m using it wrong or if moonshot’s subscription is just way less subsidized than openai and anthropic but man i haven’t been able to get ANY work done on the $20 plan with K3 or K2.7. So far i’ve been able to get 2-3 large tasks done on fable5 ultracode in the 5 hour limit, and 5-6 on sol 5.6 max. Couldn’t even get halfway through 1 medium sized task on K3 max in the 5 hour limit.
2026-07-18 04:39:10
1
buildingarush
Arush | Investing & Building :
It won’t be long before a model can be run on cheaper hardware and not depend on Nvidia for its chips. The sell off does show how sensitive the market is to open source chinese models so when something eventually comes out to compete with frontier models, it will definitely shake up the market.
2026-07-18 04:42:10
1
jems_tok
James :
Bro deepseek is very much relevant in AI spaces for value compute, it’s dirt cheap, just not super private. The new model they workin on is rumored be be well above k3. You don’t hear from the Chinese firms as much, they put their heads down after a model release, less fancy marketing than the us.
2026-07-18 22:37:50
0
wazcamog
Wazcam :
Wasn’t the fact AI hardware was too extreme it must be moonshot AI 🙄 always a narrative
2026-07-17 19:34:19
3
zzanzamar
zanzamar :
ai is going to be free. we are only gona pay for electricity
2026-07-18 06:24:09
0
pennstmarine
Shawnem :
Let's see in a week.
2026-07-18 00:47:17
0
bandarwallah
Jar :
Deepseek API is utterly fantastic, so cheap and so capable
2026-07-18 05:29:31
1
awesomedudeyo
‍Awesomedude :
Don't believe it
2026-07-18 09:11:06
0
roberto94robby7
Roberto (Robby) :
Just build on ICP 😁 Caffeine A.I
2026-07-17 22:21:20
0
madscientist559
Daniel Zander :
It fails consistently due to “system peak”
2026-07-17 22:38:15
0
md_harris
Md_harris :
The irony.
2026-07-18 00:07:01
0
countrybumpkin1286
Rick :
still prefer deepseek over chatgpt mostly because chatgpt has become too politically correct and censored
2026-07-17 22:35:25
0
johndoe3047
johndoe3047 :
deepseek is good
2026-07-18 01:55:51
0
thatznotme
ThatzNotMe :
So SMCI was caught selling Nvidia chips to China but we’re absolutely sure they didn’t use any of them
2026-07-17 21:29:20
5
bradrathman
voiceofreason19 :
China is a giant theft machine
2026-07-18 07:28:23
0
hihiluiz
Hidalgo Carlos :
It does in a hour what Fable does in 17 minutes. Buy the dip.
2026-07-18 15:50:46
0
elizabethelizabet1043
elizabethelizabet1043 :
CHINA WON AI TECH RARE EARTH GADGETS ANAZON TEMU SHEIN all. No one comes close so All Countries BoW Down to the King
2026-07-18 08:27:35
0
f82competition
dnd :
🔥🔥🔥
2026-07-17 19:17:59
1
bsidjbeosknsbsuskn
bsidjbeosknsbsuskn :
It’s also an MoE model. So not apples to apples. This is a bit like the BS MPGe that EV’s use. Not exactly the same.
2026-07-18 19:52:34
0
zaddy_dude
Blueblah :
Chinese as usual stealing western tech, but also innovating in efficiency- deadly combination- not much moat for Ant and OAI
2026-07-17 22:20:30
1
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