- It's been proven now that the "frontier labs" really have no technical moat.
- DeepSeek has shown how cheaply inference can be done.
- This creates a world where "intelligence" is a commodity and pricing is a race to the bottom.
This is not good for the multi-trillion-dollar hopes of the AI labs whose valuationa depend on them eventually reaching "ASI" or "AGI" or "RSI" or whatever they're currently clamoring about.
I personally believe this is a good thing. I wish it was coming from a US-based company, but DeepSeek is so far proving to be the OpenAI we all wanted.
- It's been proven now that the "frontier labs" really have no technical moat. - DeepSeek has shown how cheaply inference can be done. - This creates a world where "intelligence" is a commodity and pricing is a race to the bottom.
This is not good for the multi-trillion-dollar hopes of the AI labs whose valuationa depend on them eventually reaching "ASI" or "AGI" or "RSI" or whatever they're currently clamoring about.
I personally believe this is a good thing. I wish it was coming from a US-based company, but DeepSeek is so far proving to be the OpenAI we all wanted.