Dawson Lee | Silicon & Infra Alpha(@LiDaosen):Even if V4.1F lands around 43-45, the real structural divergence isn’t the benchmark score—it’s the Intelligence-per-Dollar & Tokens-per-Watt equation. Meta’s Muse Spark Open requires an 816B footprint (42B active) just to scratch 39, burning massive multi-node interconnect overhead and blowing up KV Cache memory bandwidth.DeepSeek’s architectural moat continues to be algorithmic compression: using MLA and fine-grained routing to extract frontier-grade reasoning at a fraction of the serving TCO. Benchmarks measure capability; markets price inference economics.

Dawson Lee | Silicon & Infra Alpha

@LiDaosen

30-yr Optics & Semiconductor Engineer. turned 8x Founder. Now Canadian buy-side investor hunting physical bottlenecks in AI infrastructure. Silicon,

参加 December 2022

227 フォロー中 1.8K ファン

Dawson Lee | Silicon & Infra Alpha@LiDaosen

2026.10.17 20:55

Even if V4.1F lands around 43-45, the real structural divergence isn’t the benchmark score—it’s the Intelligence-per-Dollar & Tokens-per-Watt equation. Meta’s Muse Spark Open requires an 816B footprint (42B active) just to scratch 39, burning massive multi-node interconnect overhead and blowing up KV Cache memory bandwidth.DeepSeek’s architectural moat continues to be algorithmic compression: using MLA and fine-grained routing to extract frontier-grade reasoning at a fraction of the serving TCO. Benchmarks measure capability; markets price inference economics.