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Transformanshentoday at 12:06 AM2 repliesview on HN

DeepSeek and Qwen set a floor American open-weight models can't match without subsidy or a different cost structure, and that price/performance ratio drives adoption more than benchmarks.


Replies

aesthesiatoday at 12:56 AM

It's worth noting that Chinese AI labs aren't profitable, so in some sense they're not doing it without subsidy either.

mapontoseventhstoday at 2:03 AM

Anthropic is profitable now. They have massive debt looming over them, but they're at least making more than they spend each quarter.