I seem to recall the leaked Liang Wenfeng speech gave a figure of 8-12(?) months of inference recouping the training costs of the model.
Would that be due to the size of the models from DeepSeek or perhaps only for their distilled models? If it's for general purpose models that would crash the valuation of Anthropic and OpenAI, both who are struggling with profitabilitet to say the least.
It's really hard to unpick, for example, energy prices might be heavily subsidized for the Chinese models.
But it's clear that it's not the money burning pit I think it was just a year ago.
I assume they need these models to stop being replaced in 1-2 months though.