DeepSeek's strategy to generate substantial revenue does not rely on coding or multimodal models, but on an undisclosed approach outlined in the piece.
About DeepSeek · MiniMax · Moonshot · GLM Filed #ai #business-strategy #competition #pricing #startups Related Fable & The End of the Free Lunch The author argues that after Fable's high-cost release, developers must allocate work between expensive models and cheaper alternatives like GLM, ending the era of free performance gains.
also on GLM , #ai 9 theses on AI | Sarthak Munshi AI progress is constrained by long-task reliability, labor reallocation, cost inefficiencies of general APIs, the declining value of raw coding skills, inadequate benchmark testing, the limits of formal verification without strong specs, memory-bound local hardware advantages, the shift from data to environment-driven training, and the rising competitiveness of US open-weight models.
also on Moonshot , #startups , #ai 
DeepSeek's 10 trillion USD grand strategy (via @bookwormengr)