From my casual read, right now everyone is on reputation tarnishing tirade, like spamming “Chinese stealing data! Definitely lying about everything! API can’t be this cheap!”. If that doesn’t go through well, I’m assuming lobbyism will start for import controls, which is very stupid.
I have no idea how they can recover from it, if DeepSeek’s product is what they’re advertising.
Funny, everything I see (not actively looking for DeepSeek related content) is absolutely raving about it and talking about it destroying OpenAI (random YouTube thumbnails, most comments in this thread, even CNBC headlines).
If DeepSeek's claims are accurate, then they themselves will be obsolete within a year, because the cost to develop models like this has dropped dramatically. There are going to be a lot of teams with a lot of hardware resources with a lot of motivation to reproduce and iterate from here.
> If DeepSeek's claims are accurate, then they themselves will be obsolete within a year, because the cost to develop models like this has dropped dramatically. There are going to be a lot of teams with a lot of hardware resources with a lot of motivation to reproduce and iterate from here.
That would be an amazing outcome. For a while I was seriously worried about the possibility that if the trend of way more compute -> more AI breakthroughs continued, eventually AGI would be attained and exclusively controlled by a few people like Sam Altman who have trillions of $$$ to spend, and we’d all be replaced and live on whatever Sam-approved allowance.
Basically engineers are rejoicing, some VC connected C-levels are saying “nah, CCP helped them”. It’ll be fun if DS team gets proven right. Everyone will be back to the drawing board. It’s making a bit of news within China as well, as Baidu, Tencent, Bytedance are also spending a lotta money for AI training.
I have to imagine that they expect this. They published how they did it and they published the weights. The only thing they didn't publish was the training data, but that's typical of most open weights models. If they had wanted to win market cap they wouldn't have given away their recipe. They could be benefiting in many other ways.
If they can offer enterprise-level support for everything they're in a prime position to be the Oracle of AI. In the sense that open-source programming languages can out preform Java in certain instances, but they choose Oracle because they can just pick a phone and the person on the other can solve any issue they have. DeepSeek without a for-profit model just wont be able to offer such a service.
I have no idea how they can recover from it, if DeepSeek’s product is what they’re advertising.