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Jeffrey Emanuel
Tech Entrepreneur and Former Quantitative Investor at Lumera Network
Jeffrey Emanuel is a tech entrepreneur and former quantitative investor who founded Lumera Network and created agentic coding tooling solutions.
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DeepSeek R11
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The Efficiency Lesson
MorningstaranalysiscautiousJan 29, 2026
DeepSeek's R1 model demonstrated AI can achieve competitive performance at a fraction of U.S. hyperscalers' cost, questioning the necessity of massive compute spending, though the market has since rationalized continued infrastructure investment based on scaling laws.
“Wrote a viral blog post warning that DeepSeek's efficiency suggests the AI industry has been massively overprovisioning compute resources.”
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