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Notes - DeepSeek Supply Shock Yet To Come
DeepSeek

Notes - DeepSeek Supply Shock Yet To Come

Summary * DeepSeek introduces a cost-effective training and inference architecture that could reduce AI operational costs to one-tenth, challenging existing infrastructures. * Recent data shows a short-term spike in AWS H100 spot prices in key tech regions, but this affects only a small fraction of overall GPU demand. * DeepSeek has potentially triggered a trend that mirrors past IT shifts, where application developers, not infrastructure providers, ultimately drove industry growth. * This
8 min read
Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues
MITRE ATTACK
27 min read

Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues

Summary * The MITRE ATT&CK Round 6 results highlight the performance of endpoint security vendors, revealing strengths and weaknesses in real-time detection and protection capabilities. * PANW and S lead in autonomous, AI-driven threat detection, while MSFT lags behind, relying heavily on configuration changes and generating excessive alerts.