[DebtDeflation]

First of all, we need to just stop talking about AGI and Superintelligence. It's a total distraction from the actual value that has already been created by AI/ML over the years and will continue to be created.

That said, you have to distinguish between "good for the field of AI, the AI industry overall, and users of AI" from "good for a couple of companies that want to be the sole provider of SOTA models and extract maximum value from everyone else to drive their own equity valuations to the moon". Deepseek is positive for the former and negative for the latter.