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by andriy_koval 16 days ago
> The same business model that Deepseek is using.

there is a chance their business model is absorbing government funding..

3 comments

Better than average chance I’d say. I suspect they are hoovering up EVERYTHING that gets sent to them. Whether that’s a problem or not depends on your data. I do wonder how many security tokens they get in the stream on a daily basis.
I don't think it's bad if the mandate of that funding is to have open-weights.
its not representative example of open weight business sustainability.
You don't have to assume that. They just IPO'd
If they get subsudized say hardware, it won't be captured in filings.