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What should we take away from the DeepSeek drama over the last weekend? 1. Complacency loses 2. Historical success is not a guarantee of future outcomes 3. Rearguard actions (like limiting access to NVIDIA GPUs) are not solution Innovate, don't entrench.

Andrew@Dodgeball 🍁@andrew-at-sea.bsky.social

“Every bubble is unique until it bursts” When a new technology comes about, it's comfortable to think that existing money and hiring an entire MIT class will protect the IBMs of the day. Whereas the real lesson of innovation is that small groups of the smart/hungry/driven always dominate.

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