[efficax]

cost has nothing to do with why deepseek was disruptive, the fact that it means there is zero moat around anthropic or openai is what's disruptive about it. it means in the mid-term LLMs will be commoditized and customers will flock to the cheapest inference wherever they can find it. there's no reason to stick to the "frontier" labs

[rsanek]

> cost has nothing to do with it

> customers will flock to the cheapest inference

[efficax]

if deepseek cost twice as much to train it would prove the same thing: the american companies have no monopoly on state of the art llms, and commoditization is happening