@mikotossd0106: It feels like DeepSeek's performance is always near top-tier, always just a bit behind the top three, but not by much, forcing the top three to invest heavily in compute to widen the gap, only to have DeepSeek catch up again shortly after with a bunch of scrap parts.
Summary
The comment points out that DeepSeek's model performance is always close to the top AI companies (the top three), forcing them to invest heavily in compute to stay ahead, but DeepSeek then manages to catch up again with low-cost solutions.
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