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[–] 3 points 1 year ago

I actually agree with you, they definitely have the edge, but I still am skeptical that they will be able to maintain their valuation.

I just don't see a world where most people are coughing up more than $10 a month for AI.

Most people will only use free AI and companies will mostly buy cheap AI.

Running Deepseek locally is basically free. That's the competition.

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