alt Hacker NewsI think that DeepSeek may be important to that. They have a really good model that's open source, raising the bar for all other players: how good your model needs to be so you can make meaningful money on it (better than DeepSeek).
Same thing happened on other places the open source offering became popular.
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dist-epoch • today at 1:48 PM
What good is an open-weights DeepSeek model if you have nowhere to run it?
OpenAI / Google / Anthropic / XAI also have a ton of compute. That is the real moat.
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I think the original DeepSeek moment seemed important. And yes, the more recent model is good, but there are multiple. This commodification trend spans many different companies, including Kimi 2.5/2.6 and GLM5.1, and even Google itself with its Gemma models. There are a dozen models that exist at roughly the frontier from 6 months ago at 1/10th the cost.