There are times when "just trust me bro" is okay. Semianalysis articles are one of those times. You are free to pull the contrarian "source please" shit, but the reality is that they are far more accurate at most types of GPU, Cloud, or AI analysis than almost anyone on this websites or anywhere else.
Then you definitely shouldn't trust the unsourced, false claim that "DeepSeek claimed to have built its base model for about 5% of the estimated cost of GPT-4." DeepSeek never claimed this.
Don't act like the ambiguity of their language wasn't intentional. It was. They on purpose worded it in the paper so that investors mass freaked out about the idea of GPT-4 for a few million while AI researchers laughed as they read the "this is only the final training run" gigantic astrik.
Don’t know what you’re talking about. I read an HN comment saying here’s a well researched article, followed the link, and found a trust-me-bro article. Where did I ask for advice from an HN commenter?
You aren't going to get non-"trust me bro" insight except by asking Sam Altman himself. I assume he has more interesting things to do with his time at the moment. Barring that, you're going to get the guy who wines and dines GPU suppliers and sees if he can connect any crumbs of information that drop.
Just trust them bro. Unironically.