>> 3. Most importantly, deepseek is open source, which means that the other models are free to copy whatever secret source it has, eg: Whatever architecture that purportedly use less compute can easily be copied.
> I don't think it's necessarily about DeepSeek, but about the wider competitive picture. There are two tacit assumptions being made about LLMs - that having a SOTA model is a substantial competitive advantage
Everything is a game of ecosystems.
Windows lost to Linux on servers because it was cheap and easy to deploy Linux. Thousands of engineers and companies could build in the Linux playground for free and do whatever they wanted, whereas Windows servers were restrictive and static and costly.
Dall-E lost to Stable Diffusion and Flux because the latter were open source. You could fine tune them on your own data, run them on your own machine, build your own extensions, build your own business. ComfyUI, IPAdapter, ControlNet, Civitai... It's a flourishing ecosystem and Dall-E is none of that.
It'll happen with LLMs (Llama, Qwen, DeepSeek), video models (Hunyuan, LTX), and quite possibly the whole space.
One company can only do so much, and there is no real moat. You can't beat the rest of society once they overcome the activation energy.
And any third place player will be compelled to open source their model to get users. Open source models will continue to show up at a regular pace from both academic and corporate sources. Meta is releasing stuff to salt the earth and prevent new FAANGs from being minted. Commoditizing their complement.
> I don't think it's necessarily about DeepSeek, but about the wider competitive picture. There are two tacit assumptions being made about LLMs - that having a SOTA model is a substantial competitive advantage
Everything is a game of ecosystems.
Windows lost to Linux on servers because it was cheap and easy to deploy Linux. Thousands of engineers and companies could build in the Linux playground for free and do whatever they wanted, whereas Windows servers were restrictive and static and costly.
Dall-E lost to Stable Diffusion and Flux because the latter were open source. You could fine tune them on your own data, run them on your own machine, build your own extensions, build your own business. ComfyUI, IPAdapter, ControlNet, Civitai... It's a flourishing ecosystem and Dall-E is none of that.
It'll happen with LLMs (Llama, Qwen, DeepSeek), video models (Hunyuan, LTX), and quite possibly the whole space.
One company can only do so much, and there is no real moat. You can't beat the rest of society once they overcome the activation energy.
And any third place player will be compelled to open source their model to get users. Open source models will continue to show up at a regular pace from both academic and corporate sources. Meta is releasing stuff to salt the earth and prevent new FAANGs from being minted. Commoditizing their complement.