I see many people saying deepseek and other chinese providers have always been profitable. Also they show their training costs publicly. Can't say for sure since I have not used it personally, but I think they'll for sure outlive the western SOTAs.
OpenAI apparently runs a profitable inference business with 40% gross margin, but their advertising budget is nutso and their real costs are pretraining and research. I suspect Deepseek's comp is not predicated on capturing the lightcone of all future value, some googling insinuates their top pay is $212K US which would support that suspicion. Compare and contrast with the $1.35M and up at OpenAI.
OpenAI apparently runs a profitable inference business with 40% gross margin, but their advertising budget is nutso and their real costs are pretraining and research. I suspect Deepseek's comp is not predicated on capturing the lightcone of all future value, some googling insinuates their top pay is $212K US which would support that suspicion. Compare and contrast with the $1.35M and up at OpenAI.