[Haven880]

Deepseek MiMo and Qwen are now dirt cheap and give out free as well with quality about 95% against the very best so called fable mythos. And all that is on Huawei 7nm Ascend. All those companies added up nowhere near 1T and they affect EVERY SINGLE American lives producing parts that Americans used either via patents or parts. And we throw money to Anthropic with almost no moats at best 6 mths ahead. While Chinese companies holding patents more than Google Microsoft combined and with market bigger than entire USA economy. I think maybe investors too are hallucinating like AI. Sound like mega Lehman Groupon in the making!

[mxschumacher]

here's an article on DeepSeek's strategy that I found instructive. Cheap & good inference in order to boost the hardware makers: https://x.com/bookwormengr/status/2057909493250539891

[port11]

What’s your point with the comparison? By your interpretation, investors should’ve never put money into any startup/scaleup/large business in other markets, since the Chinese market had more/bigger competitors.

Investors are betting real money on a payout. It seems disingenuous to think that they’re all idiots.