I saw the same kind of comments when the first Deepseek model was initially released. However the relevance that investors assign to something like this does not seem to match the excitement expressed here.

I think they do not believe that big corporations in the US or Europe would actually use chinese models in their business operations due to security, regulatory and/or business continuity concerns.

It's the USA, you can just ban it.

https://public-inspection.federalregister.gov/2026-21447.pdf

I wouldn't say yet its Kami Kaze.

The overall market will still be big, very big, if it replaces real people or augments every single worker.

Some contracts will go to your local provider (US Gov, etc.).

And there is still a moat between them and DeepSeek.

As long as i can afford it, i use Opus.

I'm not bound by it and switching is very fast

It's a project based on vLLM, explain why you consider it a total game changer?

> That's strategic sabotage to say the least.

It is clear from the beginning that the Chinese Open Model are a proxy for economic warfare. Anyway their singular goal is to dethrone US monopoly on SOTA model and burn all the economic hype and investments. If this strat works, which we will see after Anthropic/OAI IPO, we'll be in for an interesting ride

I don't see how this proposition holds. It's just part of an inference engine for serving DS4.1 Flash. Which vLLM and SGlang can already do. Less efficiently, I'm sure, but on much broader hardware, and with other models in the mix.

People will take the novel bits here and port them to the above. The community as a whole will benefit. Including infrastructure engineers inside OpenAI and Anthropic.

But a lot of what's in here is already in published papers out of DeepSeek already.

VC and valuation (alone) backed success has never been dependent on a business or product being good. All that is needed is finding the bag holder(s), and the way our economy and financial systems are designed that's the core competancy of this system.

Sure, any day now DeepSeek is going to destroy the valuation of OpenAI and Anthropic. I've been hearing this since DeepSeek first launched in Jan 2025, 21 months ago. And with every new model generation, both open and closed, I hear a chorus of "this is now good enough!". And then I hear it again for the next generation.

Meanwhile OpenAI has grown their revenue like 10x and Anthropic has grown theirs like 65x in that same time period.

There's no cap on what you can do with frontier intelligence, nor how much of it you can use. Yes, DS and other open weight models will continue to grow like crazy (as long as they can source compute), but so will the frontier labs. I ran like 20 agents overnight last night on Opus, Fable, Sol, and Astra last night, trying to use up quota before my weekly reset, and I'd gladly have done 10x that much and used agents 10x more intelligent if I could have. And in six months I probably will.

Can you explain how this removes their moat? Genuine question, I'm not sure I understand enough about LLMs to get how an open source inference engine undermines them.

It's crazy that a ~400 person side project by a Chinese firm can put up such a fight.

All other models are also either by <1k labs or side hustles by tech companies who are not particularly known for LLMs

Do not under estimate the retardation of investors

That’s a bingo