Comment by anigbrowl

Valuations mean nothing to me, I'm not in the investor class that gets to buy and trade before IPOs, nor do I plan on putting a big share of my wealth in tech behemoths that everyone else is hyped by.

Rather than caring about whether it's over for western providers, I look at what competitors for the western providers have been doing since their first moment in the spotlight. And what I see is that their offerings keep getting better and better, and that at the same time they're opening not just their weights but their architecture and experience.

As a customer (rather than a pundit), I just like their tools and the user experience more than I do those of hte US giants. I admire the US offerings in many respects, but also find the user experience has a lot of friction and annoyances. Deepseek et al don't always deliver the same immediate 'wow factor' but when I sit down to build something, I enjoy using their tools. After 40 years of using computers for fun and profit, I will always always bet on a product that's fun to use.