What I'm saying is that in the media it's being portrayed as if DeepSeek did the same thing OpenAI did 27x cheaper, and the outsized market reaction is in large parts a response to that narrative. While the reality is more that being a fast-follower is cheaper (and the concrete reason is e.g. being able to source training data from prior LLMs synthetically, among other things), which shouldn't have surprised anyone and is just how technology in general trends.
The achievement of DeepSeek is putting together a competent team that excels at end-to-end implementation, which is no small feat and is promising wrt/ their future efforts.
What I'm saying is that in the media it's being portrayed as if DeepSeek did the same thing OpenAI did 27x cheaper, and the outsized market reaction is in large parts a response to that narrative. While the reality is more that being a fast-follower is cheaper (and the concrete reason is e.g. being able to source training data from prior LLMs synthetically, among other things), which shouldn't have surprised anyone and is just how technology in general trends.
The achievement of DeepSeek is putting together a competent team that excels at end-to-end implementation, which is no small feat and is promising wrt/ their future efforts.