I take it from [1] (transcript of recent DeepSeek CEO discussion with investors) that DeepSeek would disagree on the immediate catastrophic impact to the likes of OpenAI or Anthropic. The reason is even though technology parity mostly exists, only OpenAI, Anthropic et al have the inference capacity to gain market share and generate revenue. Chinese vendors don't have the chips needed to scale up inference and gain market share, and the DeepSeek CEO doesn't think this would happen in optimistic circumstances in the next 3 years, but thinks it might be possible in 5 years.
In summary, regardless of country of origin, availability of inference capacity is the moat protecting the likes of OpenAI and Anthropic, not technology superiority.
In summary, regardless of country of origin, availability of inference capacity is the moat protecting the likes of OpenAI and Anthropic, not technology superiority.
[1] https://www.fredgao.com/p/deepseeks-liang-wenfeng-breaks-his