Emotionally I agree, but... o1 was a paradigm shift. Nothing DeepSeek has done is on that level yet. DeepSeek themselves would agree. Supposedly Liang Wenfeng himself flew to US to gather information when o1 was launched.
Maybe in terms of advancing scientific knowledge but DeepSeek has achieved a paradigm shift back from opex to capex.
Certain applications are now economically viable when you don't have to pay per request and don't have to fight NVIDIA/sanctions for the privilege
how much of that cost is hidden/subsidized though? Less I missed something; there's lots of claims but lots of fuzz also. If you bring up API fees; CCP is notorious for subsidizing local business to operate at a loss on the global stage.
Emotionally I agree, but... o1 was a paradigm shift. Nothing DeepSeek has done is on that level yet. DeepSeek themselves would agree. Supposedly Liang Wenfeng himself flew to US to gather information when o1 was launched.
The paradigm shift is the actual 'Open' part, which OpenAI seems to be struggling with.
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Maybe in terms of advancing scientific knowledge but DeepSeek has achieved a paradigm shift back from opex to capex. Certain applications are now economically viable when you don't have to pay per request and don't have to fight NVIDIA/sanctions for the privilege
how much of that cost is hidden/subsidized though? Less I missed something; there's lots of claims but lots of fuzz also. If you bring up API fees; CCP is notorious for subsidizing local business to operate at a loss on the global stage.
You aren't paying per request/GPU access, CCP is.
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Yeah OpenAI's 12 days was pure Altman bs