There is a third possibility I haven't seen discussed yet: That DeepSeek, illegally, got their hands on an OpenAI model via a breach of OpenAI's systems. Its easy to laugh at OpenAI and say "you reap what you sow", I'm 100% in that camp, but given the lengths other Chinese entities have gone to when it comes to replicating Western technology; we should not discount this.
That being said, breaching OAI's systems, re-training a better model on top of their closed source model, then open sourcing it: That's more Robinhood than Villain I'd say.
That being said, breaching OAI's systems, re-training a better model on top of their closed source model, then open sourcing it: That's more Robinhood than Villain I'd say.