← Back to context

Comment by littlestymaar

16 hours ago

Deepseek somehow didn't need $2T to happen.

Because you know how much they spent.

And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.

I think the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble.

If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.

  • > the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble

    Who says they don't make money? Same with open source software that offer a hosted version.

    > If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI

    Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?