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The significance of the open-source release of DeepSeek r1. A geopolitical power struggle. Today is a strange day. We received an open source model that has an MIT license, has about the strength of o1, and costs only about 1/10 as much in output. In short, we have a very affordable reasoning model that is excellent and can run locally with enough power. This is a game changer. At the same time, DeepSeek's paper makes it clear that distillation and RL can probably be used to create even better models. The question now is: why? Why are they publishing it, why are they putting it in people's hands? The answer: to exert pressure. Chinese models are getting better and better, putting more pressure on US companies. On the one hand, DeepSeek is acting as a “good guy” by offering its model fully open source and free of charge, but on the other hand, OpenAI, Anthropic and co now have to show what they have; they are forced to reveal their cards. Ultimately, it is a political game and a power struggle, and one must not be naive enough to believe that DeepSeek, as a Chinese company, is simply very nice. The Chinese government will certainly have given the go-ahead. Just as OpenAI is now also meeting with high-ranking officials and making decisions. What follows from this? AI is increasingly becoming a national issue. Strategically, governments will want more decision-making power over what is and is not published. Which data is used and how and with what it is trained. And above all: how much capital flows into research and infrastructure. In one thing, I believe the words of the national security adviser: AI is certainly seen as a Manhattan Project 2.0. The long-term possibilities are hardly manageable. Only one thing is clear: neither side wants to let the other win and be the first in the race for AGI and ASI. The release must be read against this background. Today, China showed OpenAI the middle finger. They say: we are the good guys, they are the closed ones. We are transparent, you work with the government. Today's release of DeepSeek was a declaration of war. To put it in the words of Satya Nadella, who once provoked Google with it: “I hope with our innovation they will want to come out and show that they can dance. I want people to know that we made them dance.”

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