@MatthewBerman 💯
good to see some critical thinking in this space and not just blind hypeboy vibes 👍 e799bd.substack.com/p/cheap-open-c…
English
YuBWeqmF
16.9K posts
PaaW - Pricing as a Weapon
Undercutting US AI labs is a proven strategy.
Matthew Berman@MatthewBerman
DeepSeek is a major threat to United States AI dominance.
English
@monomyth Yes and the occasional punch card for real low level stuff
English
All the best programmers I know are starting to write code by hand again
English
@kimmonismus Best answer is to strengthen our own open source proposition: e799bd.substack.com/p/cheap-open-c…
English
With all due respect: But even Anthropic has been accused of IP theft, and ultimately, AI's knowledge as a whole is based on the knowledge of others. I'm aware that foreign models are trained using distillation. But theft is, at the very least, problematic in the overall context.
English
@MatthewBerman Some similar thoughts here regarding Chinese open source: e799bd.substack.com/p/cheap-open-c…
English
@hosseeb I prefer not to give my data out but use OW Chinese models in self hosted environment or TEE cloud.
English
how fucked are the frontier labs if chinese open source models come so close that for the average consumer/business it's not a big difference anymore?
is this a real threat?
or is this overblown?
English
@Param_eth I genuinely didn’t expect that. Nice to see all the toxicity, scams, rugs being counterbalanced by that kind of stuff 👍
English
China caught up 🤯
DeepSeek@deepseek_ai
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/De… 🤗 Open Weights: huggingface.co/collections/de… 1/n
English
@sama great launch @sama, love 5.5. Question is, what happens on the open-weight front, @finkd @DarioAmodei @satyanadella @elonmusk?
e799bd.substack.com/p/cheap-open-c…
English
@RaoulGMI @fejau_inc e799bd.substack.com/p/cheap-open-c…
"The West Is Sleepwalking Into Its Next Solar Moment"
English
As I said, winning this race is a national imperative and they will throw everything at it.
Ride the wave.
tradfi news@tradfi
*BESSENT SAYS 'GAME OVER' IF US DOESN'T WIN IN AI OVER CHINA:WSJ
English
@HealthRanger Cheap, Open, Captured
The West Is Sleepwalking Into Its Next Solar Moment
e799bd.substack.com/p/cheap-open-c…
English
China is winning the AI wars. Both on the software side (DeepSeek V4) and now on the hardware ecosystem side, which China will scale up rapidly. (Huawei)
The U.S. is too slow, too secretive, too weaponized and frankly too stupid to keep up.
𝘊𝘰𝘳𝘳𝘪𝘯𝘦@OopsGuess
This is what Jensen Huang actually fears. Not losing a few chip sales. Not one export-control hearing. Not even one strong Chinese model. What he fears is China turning open models into the center of a different AI stack — one optimized for domestic chips, domestic deployment, and eventually global diffusion. Chips can be replaced. Ecosystems are much harder to win back. The day DeepSeek-class models run first on Huawei, the question is no longer who sells more GPUs. It becomes who defines the standards, the tooling, the developer habits, and the future default infrastructure of AI. It’s the real nightmare: not China catching up inside the American system, but China building a parallel one the rest of the world can actually use. That is why Washington’s panic sounds like “national security,” but what it really reveals is fear of technological replacement.
English
@HealthRanger Cheap, Open, Captured
The West Is Sleepwalking Into Its Next Solar Moment
e799bd.substack.com/p/cheap-open-c…
English
With DeepSeek V4 now out, China is going to become the AI inference hub of the world. Think about it: Low-cost, abundant energy. Rapid scaling. Huawei microchips, and a DeepSeek model that doesn't need Nvidia to function.
The entire U.S. AI industry is no doubt frazzled today, looking at where this is going. Who's going to use OpenAI, Google or even Anthropic when China's offerings are on part with the same quality, yet a fraction of the price?
English
@cryptopunk7213 Cheap, Open, Captured
The West Is Sleepwalking Into Its Next Solar Moment
e799bd.substack.com/p/cheap-open-c…
English
it’s official - china’s fucking dominating AI. they’ve caught up.
new DeepSeek v4 matches GPT-5.5, costs 86% less. 100% open source.
don’t take my word for it:
-> deepseek v4 flash is 99% cheaper than opus 4.7 (not a typo). $0.28 per million tokens
-> ranks #1 on code forces benchmark beating gpt 5.4. competitive to 5.5 and opus.
in the last week:
→ Mon: Moonshot drops Kimi K2.6
→ Wed: Alibaba drops Qwen 3.6-27B
→ Thurs: DeepSeek drops V4
3 chinese labs, 3 frontier OPEN source models in < 4 (FOUR) days
there is no way you can argue china hasn’t caught up.
gg
DeepSeek@deepseek_ai
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/De… 🤗 Open Weights: huggingface.co/collections/de… 1/n
English
@fejau_inc 💯
e799bd.substack.com/p/cheap-open-c…
Cheap, Open, Captured
The West Is Sleepwalking Into Its Next Solar Moment
English
I like blockchain tech quite a bit because it extends open source to open source+state, a genuine/exciting innovation in computing paradigms. I'm just sad and struggle to get over it coming packaged with so much braindead bs (get rich quick pumps/dumps/scams/spams/memes etc.). Ew
English
@VraserX e799bd.substack.com/p/cheap-open-c…
« The West Is Sleepwalking Into Its Next Solar Moment »
English
Astounding what can be achieved by just distilling American models, wrapping it in a launch thread, and calling it a frontier breakthrough.
DeepSeek@deepseek_ai
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/De… 🤗 Open Weights: huggingface.co/collections/de… 1/n
English
A humanoid robot will cost us $30K and works 24/7 for $0.40/hour. A solar panel generates electricity for 3 cents/kWh. What exactly is the argument that we CAN'T create abundance?
English
@victor207755822 Let’s be clear, China is only open sourcing its models to flood the western markets and kill the competition in order to dominate the space. Same playbook they are using with EV, with solar, with Ecomm, …
English
DeepSeek-V3: Dec 26, 2024
DeepSeek-V4: Apr 24, 2026
484 days later, we humbly share our labor of love.
As always, we stay true to long-termism and open source for all.
AGI belongs to everyone. ❤️🌍
#DeepSeekV4 #AGIforEveryone #OpenSource
DeepSeek@deepseek_ai
🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. 🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. 🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice. Try it now at chat.deepseek.com via Expert Mode / Instant Mode. API is updated & available today! 📄 Tech Report: huggingface.co/deepseek-ai/De… 🤗 Open Weights: huggingface.co/collections/de… 1/n
English