![rw-book-cover](https://i0.wp.com/stratechery.com/wp-content/uploads/2018/03/cropped-android-chrome-512x512-1.png?fit=180%2C180&ssl=1) ## Metadata - Author: [[stratechery-by-ben-thompson|Stratechery By Ben Thompson]] - Full Title:: DeepSeek FAQ - Category:: #🗞️Articles - Document Tags:: [[Foundation models|Foundation Models]], - URL:: https://stratechery.com/2025/deepseek-faq/ - Read date:: [[2025-02-02]] ## Highlights > there are three factors still in Nvidia’s favor. First, how capable might DeepSeek’s approach be if applied to H100s, or upcoming GB100s? Just because they found a more efficient way to use compute doesn’t mean that more compute wouldn’t be useful. ([View Highlight](https://read.readwise.io/read/01jjnzvdpec3egpry6f4wnrpsn))