Comment by infecto

Comment by infecto a day ago

Does DeepSeek have any market penetration in the US? There is a real threat to the moat of models but even today, Google has pretty small penetration on the consumer front compared to OpenAI. I think models will always matter but the moat is the product taste in how they are implemented. Imo from a consumer perspective, OAI has been doing well in this space.

rdtsc a day ago

> Does DeepSeek have any market penetration in the US?

Does Google? What about Meta? Claude is popular with developers, too.

Amazon? There I am not sure what they are doing with the LLMs. ("Alexa, are you there?"). I guess they are just happy selling shovels, that's good enough too.

The point is not that everyone is throwing away their ChatGPT subscriptions and getting DeepSeek, the point is that DeepSeek was the first indication the moat was not as big as everyone thought

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infecto a day ago

Maybe my point went over the fence.
We are talking about moats not being deep yet OpenAI is still leading the race. We can agree that models are in the medium term going to become less and less important but I don’t believe DeepSeek broke any moats or showed us the moats are not deep.

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brandon272 20 hours ago

> The point is not that everyone is throwing away their ChatGPT subscriptions and getting DeepSeek
Currently.

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- infecto 7 hours ago
  
  Certainly but also the OP was making Ana argument that DeepSeek proved something and I am arguing that most of this market is not valuing on the model but the consumer commercial offering.
  
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- rdtsc 20 hours ago
  
  Exactly, right? It went from "OpenAI seems like years ahead" to "well, maybe if DeepSeek can do it so can we, let's try".
  
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  infecto 7 hours ago
  
  Yet your original statement still lack meaning, at least for me. Years down the road and OpenAI is still leading on the consumer front which is also where all these valuations are coming from.
  
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  rdtsc 3 hours ago
  
  My claim that initially it was a lot further down the road, now it's a lot less further. Initially Google fumbled for sure but they are catching up quickly.
  
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