Latest / ai morning by thehype
ai morning #67 — deepseek ships a new architecture at 94% less, doj probes nvidia's groq deal
DeepSeek dropped a new model architecture overnight — not a checkpoint, a new family. It priced inference 94% below comparable frontier models. The same morning, Chinese chipmakers raised AI chip prices up to 50%. And the DOJ opened an antitrust investigation into Nvidia's $20 billion licensing deal with Groq.
Marcus walks through what happened with DeepSeek's architecture, why the KV cache math matters for builders, and what it means when cheaper software intelligence collides with more expensive hardware constraints.
In this episode:
00:00 Intro
01:29 DeepSeek V4.1-Flash: new arch, 94% —…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.