DeepSeek Doesn't Need Nvidia Anymore

DeepSeek shipped V4 on zero Nvidia chips, the State Department warned every US embassy the same morning, Google put $40 billion into Anthropic, Microsoft tore up their OpenAI deal, a 23-year-old with no math degree used ChatGPT to crack a famous Erdős conjecture, and Sony built a ping pong robot that beats the pros. We break down what all of it means.