[curious_cat_163]

> All of this is to say that DeepSeek-V3 is not a unique breakthrough or something that fundamentally changes the economics of LLM’s; it’s an expected point on an ongoing cost reduction curve. What’s different this time is that the company that was first to demonstrate the expected cost reductions was Chinese.

Excellent analysis and I largely agree. The part where he looses me here is the certainty in the claim around fundamental changes to the economics...

This is open weights with a (largely) open recipe. Arguably, Meta has already been at it but now there are two labs producing frontier models at this level. A wishful analysis could imagine that there _might_ be more and that _could_ result in a qualitative shift in how the frontier model research is being done and hence affect the economics but Dario seems to have largely ignored this aspect.

Not sure why?