alt Hacker NewsDeepseek is 90% cheaper, and nearly as good for coding tasks as claude/codex, and as good given the right plan.
The only moat OpenAI and Anthropic have is regulation. If the Chinese really eant to hammer us, they could realse the full training data and pipeline.
Even without doing that the Chinese are already going to impact our labs presence everywhere else in the world. With Fable getting pulled, any model coming out of the US is now unreliable and untrusted. No one in any other country would in their right mind choose OpenAI or Anthropic for anything.
The big push for regulation and export controls is only going to ensure OpenAI & Anthropic are more like the automakers. Only in business because of protectionism, left to screw over US consumers meanwhile the rest of the world gets to enjoy cheap EVs