Price is confounded by VC subsidies, economies of scale, and inference optimizations. I think a more interesting chart would be ARC AGI vs forwards pass flops or ARC AGI vs training tokens. Of course we don't have those numbers for the closed source models or even some of the open weight ones.
DS comes out (one of, or) the most successful quant fund in China.
They don't strictly need any kind of subsidies.
FWIW they have a funding round planned (kerfuffle about leaks from CEO presentation few weeks back) -- presumably because infrastructure needs have ballooned.
Naturally there will be some PRC government interest in one of their flagship AI companies. From what is visible seems to be more along the lines of ensuring that DS gets its fair share of resources -- e.g. Xi Jinping meeting founder and positive comments about success of DS means that (hypothetically) Alibaba can't screw DS too much on infra charges to kill off a 'competitor'. Also would imagine that DS's top guys have been clearly identified and will have been 'discouraged' from going to work for one of the SV polycules. But even here as much carrot as stick -- none of the DS top guys will ever need to work again except for love of the job.
> DS comes out (one of, or) the most successful quant fund in China
> They don't strictly need any kind of subsidies.
You understand how these two sentences directly contradict each-other, yeah? The money-losing operating of training a model is paid for by momey earned from prior investments. So… the work is “subsidized” by its parent company’s investments in it.
Is deepseek actually turning enough of a profit off inference to fully pay for training the next model? And do those profits depend on releasing model weights somehow?
weak argument. deepseek v4 flash is open weight, you can easily find other providers with competitive price with Deepseek (except for input caching), some even half as cheap.
