DeepSeek's open-source strategy does not kill the business because model weights are the recipe (replicable) while serving a frontier model cheaply is the hard part (infrastructure, kernels, cluster optimization, utilization); a competitor can download DeepSeek's open model tomorrow but would still need to serve it at multiples of DeepSeek's cost.
causalpending
Speaker
Unidentified Speaker — DeepSeek's Invisible Founder Just Talked for 4 Hours. It Le… [BcKQk0NeBV0]Evidence Quote
“Giving away the weights doesn't kill the business, he argues, because the weights are the recipe, not the restaurant. Serving a frontier model cheaply is the hard part. The kernels, the clusters, the utilization.”
Created: 8/12/2026, 6:15:41 PM
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