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The biggest revelation from Deepseek is that Open Source has won. For a 1% difference in performance, it will be difficult for OpenAI to justify its price when the competition is free and formidable. -from my interview with Bloomberg

Kai-Fu Lee

1,333,862 subscribers

759,832 views • 1 year ago •via X (Twitter)

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11 Comments

AshutoshShrivastava1 year ago

Open Source is the hope for humanity.

Dan Ryder - primedefi.com1 year ago

DeFi is quietly stealing the spotlight from CeFi. BTC staking is creating a buzz. AI agents are working around the clock to maximize returns. Cross-chain advancements are opening doors to untapped liquidity. In other words...The financial landscape is transforming faster than ever. How are you positioning yourself for this shift?

Kathleen Tyson1 year ago

DeepSeek: Free, formidable, improving at speed, globalising at scale.

ryan yang1 year ago

Open-source's tipping point—when 'good enough' meets cost efficiency, the math gets simple. But scaling adoption? That's where orgs stumble. Start with narrow use cases, prove ROI, then expand. Legacy systems won't vanish overnight; layer AI where it sticks. Iterate > overcommit.

Minh Do1 year ago

This statement ignores the fact that OpenAI makes billions per year from subscriptions because of user lock-in, brand recognition and business development. Not to mention that although the presumable cost is lower, DeepSeek R1 is still not outperforming the top line proprietary AI models: ChatGPT o3, Claude 3.7 Sonnet, Google Gemini, and Grok3.

Absolute.Dan1 year ago

Can't agree more. 1% performance advantage is nothing while comparing with the dramatic cost saving. Show my respect to your decision for changing the strategy in Yi-lightening business, big desicion🫡🫡🫡

Pratik_Shahi1 year ago

If AI becomes self-aware, do you think it would pretend to be dumb just to avoid getting more work? 😂

Franck SN1 year ago

Open source AI will win. LFG

casslin 🦇🔊🛡️1 year ago

it's real.

Ξdo1 year ago

Subscribers are still mostly using proprietary AIs because it's more than 1% difference

A1 year ago

makes no sense to pay 200$ or even 20$ soon

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83,460 views • 1 year ago

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Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

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12,078 views • 1 month ago