DeepSeek's effort to commoditize/demystify LLMs is fascinating. There's never been a moat for LLM makers, but the SV crew pushed the mysticism angle to justify their wild valuations.
Reposted from
Saritha Rai
Chinese AI sensation DeepSeek plans to release key AI model codes & data to the public beginning next week, an unusual step to open source and share far more of its core technology than rivals like OpenAI have done
@bloomberg.com
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@bloomberg.com
Read more tinyurl.com/5595xfth
#AI
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There's a wild rift forming between the folks who think this is zero sum (OpenAI/Google) and the teams actively trying to prevent that (DeepSeek, but also Meta, HF...). Not sure how much of is just opportunism/realizing there's no moat...
It's a totally different playbook, and it seems the SV platform as moat folks don't really have a response.