> Yes, well the narrative that rocked the stock market is different.
How do you know this?
> If the narrative is actually that DeepSeek can only reach whatever heights OpenAI has already gotten to with some new tricks, then markets will probably refocus on OpenAI's innovations and price things accordingly
Why? If every innovation OpenAI is trying to keep as secret sauce becomes commoditized quickly and cheaply, then why would markets care about any innovations they have? They will be unable to monetize them.
Why would it matter when Chinese deepseek is not going to abide by such rules or be forced to and will release their model open weights so anyone anywhere can host it?
Also, scraping most of the websites they scrape is also not allowed, they do it anyways
How do you know this?
> If the narrative is actually that DeepSeek can only reach whatever heights OpenAI has already gotten to with some new tricks, then markets will probably refocus on OpenAI's innovations and price things accordingly
Why? If every innovation OpenAI is trying to keep as secret sauce becomes commoditized quickly and cheaply, then why would markets care about any innovations they have? They will be unable to monetize them.