DeepSeek Just Dollar-Store'd OpenAI's Entire Business Model
DeepSeek-V3 cost $5.6M. GPT-4 cost $100M+. China's budget AI labs aren't catching up—they're playing a different game entirely. Silicon Valley's compute moat was tissue paper all along.
DeepSeek-V3 cost $5.6M. GPT-4 cost $100M+. China's budget AI labs aren't catching up—they're playing a different game entirely. Silicon Valley's compute moat was tissue paper all along.

Beijing's cyber watchdog flags Anthropic's Claude Code for a 'backdoor.' The same government running the world's most sophisticated corporate espionage operation is suddenly very concerned about your data security. Cool.
A $6M Chinese AI model just matched GPT-4o and Claude 3.5 Sonnet. NVIDIA lost $593B in a day. The AI moat was always a myth.

DeepSeek-V3 at $0.14/M tokens vs GPT-4o at $2.50. The AI price war isn't coming — it's here, and U.S. companies are quietly switching teams.

DeepSeek trained a GPT-4-class model for $5.6M on nerfed chips and open-sourced the whole thing. The AI hype machine just met its reality check.