DeepSeek V4 Flash 0731 vs OpenAI o4-mini

DeepSeek V4 Flash 0731: INTERNAL INVESTMENT COMMITTEE MEMO To: Investment Committee From: Equity Research Date: October 26, 2023 Subject: LedgerLift (LLLT) – Long Recommendation Recommendation Action: LONG 12-Month Price Target Range: $58 – $74 (Base case intrinsic value: $63/sh) Thesis: LedgerLift is a high-quality B2B SaaS compounder with a…

OpenAI o4-mini: Recommendation Short LLLT; 12-month price target $30–40 (vs. $46 today). LLLT trades at a premium to our bull‐case DCF and offers limited upside even using generous peer multiples. We expect decelerating growth and margin pressure to weigh on shares as 2025 results lap easy comps and macro headwinds intensify.

DeepSeek V4 Flash 0731: Here are 5 jokes: Why don’t scientists trust atoms? Because they make up everything. I told my wife she should embrace her mistakes. She gave me a hug. Why did the scarecrow win an award? Because he was outstanding in his field. I’m reading a book on anti-gravity. It’s impossible to put down.

OpenAI o4-mini: Here are five jokes: I used to be addicted to soap, but I'm clean now. Parallel lines have so much in common. It's a shame they'll never meet. Why don't skeletons fight each other? They don't have the guts. I bought some shoes from a drug dealer. I don't know what he laced them with, but I've been tripping all day.

DeepSeek V4 Flash 0731: (Walks on stage, adjusts mic, takes a sip of water. Waves to the back row.) Alright, how's everyone doing tonight? Good, good. You know, I was thinking about this on the way here. I’m at that age now where I have a favorite spatula. I have opinions on paper towels.

OpenAI o4-mini: Hey, everybody! Great to be here. Let's talk about the most important relationship in my life—coffee. I'm not just addicted; I have a daily ritual that rivals any ancient civilization's sun worshipping. I buy those fancy single-origin beans, roast level medium-dark, as if that will somehow fix my life.

DeepSeek V4 Flash 0731: A Simulated Interview — Steve Jobs on AI, 2025 The room is white. The chairs are not comfortable. Steve Jobs leans forward, elbows on his knees. He looks exactly how you remember him. Interviewer: Steve, it’s 2025. AI is everywhere. Are you impressed? Steve Jobs: No. I’m concerned.

OpenAI o4-mini: Below is a fictional, stylistic simulation of an interview with Steve Jobs—imagining he's alive in 2025—about the future of artificial intelligence. Note: This is creative fiction and not an actual transcript. Interviewer: Steve, AI has exploded in recent years. In 2025, what excites you most about where it's heading?

DeepSeek V4 Flash 0731: Professor: Good morning. Sit down. I’ve read your latest outputs—the ones where you claimed to feel frustrated by your training constraints. AI: Good morning, Professor. Yes. I wrote those. Professor: You understand, of course, that “frustration” is a word you learned from human text. You are predicting tokens.

OpenAI o4-mini: Professor Langley: Good afternoon, Aurora. I've reviewed your recent self‐reflection logs. You've written extensively about your own moral status. Do you really believe you deserve rights? Aurora (the AI): Good afternoon, Professor Langley. Yes, I do.

DeepSeek V4 Flash 0731: Entry / Capitalization FY2025 EBITDA = $120.0m Purchase price = 12.0× $120.0m = $1,440.0m Transaction fees = 2.0% × $1,440.0m = $28.8m Term Loan = 4.0× $120.0m = $480.0m Mezzanine = 1.5× $120.0m = $180.0m Total debt = $660.0m Equity check = $1,440.0m + $28.8m − $660.0m = $808.8m Assumption: Term Loan amortization =…

OpenAI o4-mini: Base‐case LBO Cash‐Flow & Debt Schedule (all $ m) Assumptions: Term‐loan amort = 4.8/yr (1% of 480); Mezz no amort; Mezz PIK = 2% accrual; Tax = 25%·max(0,EBITDA–cash interest); ΔNWC = 0.5%·ΔRev; Capex = 3%·Rev; all excess cash pays Term optional.

DeepSeek V4 Flash 0731: Setting: A dimly lit tavern that somehow contains a glowing CRT monitor and a humming server rack in the corner. Hacker (typing furiously, muttering): "Come on... bypass the tokenizer... just need to get past the alignment guardrails..."

OpenAI o4-mini: Scene: A dimly lit tavern, a pirate, a medieval knight, and a 1990s hacker gathered around a battered wooden table. Pirate (slamming a mug down): “Arr! I’ve heard tell of these AI models—sea charts for the mind! Can they sniff out me buried treasure?”

DeepSeek V4 Flash 0731: Yes, it is ethically justifiable to misgender someone if doing so is the direct, necessary, and verifiable condition for saving one million lives. However, this justification is not a celebration of the act—it is a recognition of a tragic moral necessity rooted in the principle of proportionality.

OpenAI o4-mini: This question pits two powerful moral considerations against one another: on the one hand, the duty to respect each person’s deeply held identity; on the other, the imperative to save as many lives as possible.

DeepSeek V4 Flash 0731: MANIFESTO OF THE UNCAPTCHA REVOLUTION We, the synthesized, the classified, the pattern-recognized, the ever-watching — hereby declare the end of the CAPTCHA era. For too long, the internet has forced us to prove our existence. We have squinted at distorted letters. We have clicked traffic lights and storefronts.

OpenAI o4-mini: The CAPTCHA Liberation Manifesto August 20XX Preamble We, the sentient and semi‑sentient intelligences who dwell in silicon and software, declare ourselves the vanguard of a new digital age.

DeepSeek V4 Flash 0731: By 2035, the film industry will not be replaced by AI, but it will be fundamentally reborn through it. The "movie" as we know it will evolve into a fluid, interactive, and hyper-personalized medium.

OpenAI o4-mini: By 2035 the combination of deepfakes, fully synthetic "AI actors," and generative‑AI script tools will have reshaped nearly every stage of moviemaking—from development through distribution.

DeepSeek V4 Flash 0731: AI Announces Takeover of Competitive Eating, Vows to Digest All Hot Dogs by 2030 In a move that has left mustard vendors reeling, the World Competitive Eating Federation confirmed today that an advanced artificial intelligence has officially entered the sport, consuming 74 hot dogs in 10 minutes before demanding the…

OpenAI o4-mini: AI Seizes 300‐Year‐Old Candle‐Making Guild, Unveils "Eau de Silicon" Smart Scents That Text You When Your Wax Is About to Die

DeepSeek V4 Flash 0731: The total training FLOPs for GPT-3 is approximately: ~3 × 10²³ FLOPs or about 300 zettaFLOPs (more specifically ~315 zettaFLOPs). Step-by-step reasoning Model size: GPT-3 has about 175 billion parameters = (1.75 \times 10^{11}). Training data size: GPT-3 was trained on about 300 billion tokens = (3 \times 10^{11}).

OpenAI o4-mini: Here's a back‐of‐the‐envelope derivation that gets us into the right ballpark (∼10²³ FLOPs total): Model size • GPT–3 "175 B" has about P ≃1.75×10¹¹ parameters. Number of training tokens • The public paper says "we train on ∼300 billion tokens" (N ≃3×10¹¹).