Deepseek somehow didn't need $2T to happen.

re-thc · 2025-11-12T12:33:31 1762950811

Because you know how much they spent.

And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.

anotherd1p · 2025-11-12T13:41:34 1762954894

all that led up to Deepseek needed more. don't forget where it all comes from.

matt3D · 2025-11-12T13:45:13 1762955113

I think the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble.

If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.

re-thc · 2025-11-12T14:25:31 1762957531

> the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble

Who says they don't make money? Same with open source software that offer a hosted version.

> If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI

Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?