The Chinese app has already hit the chipmaker giant Nvidia’s share price, but its true potential could upend the whole AI business model.
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DeepSeek’s chatbot has an important message
When you look at ordinary users’ embrace of DeepSeek, though, you can also see an alternative future. In this one, AI performance improves so much that most customers are happy with cheap, good-enough LLMs, and AI models end up as essentially interchangeable, commoditized products, with the small profits that always follow that type of commercial diffusion. We’re going to find out whether the great authors of the disruptive technology that’s transforming the business world might themselves get disrupted.
