[alecco]

OpenAI and others are valued for expected future revenue of running the models. And they were also valued as having magic "secret sauce" in their closed source models. Investors are now pulling back from this kind of company.

Deepseek is open source and based on Meta's open source Llama models. So Meta can easily run Deepseek on their pipeline.

The revenue model for both Meta and Deepseek is to apply the model to their business, not just sell it as a chatbot or API. That's why they publish it, they benefit from the community improvements and ironing out bugs.