> OpenAI and Anthropic, who now suddenly have to compete against a competitor that can produce the same product at (apparently) a fraction of the price.
OpenAI and Anthropic can react by adopting DeepSeek's compute enhancements and using them to build even better models. AI training is still very clearly compute-limited from their POV (they have more data than they know what to do with already, and training "reasoning"/chains-of-thought requires a lot of reinforcement learning which is especially hard) so any improvement in compute efficiency is great news no matter where it comes from.
OpenAI and Anthropic can react by adopting DeepSeek's compute enhancements and using them to build even better models. AI training is still very clearly compute-limited from their POV (they have more data than they know what to do with already, and training "reasoning"/chains-of-thought requires a lot of reinforcement learning which is especially hard) so any improvement in compute efficiency is great news no matter where it comes from.