AI is too competitive for anyone to make money at it. Last year OpenAI made a browswer to get ChatGPT traction, and Google "had to" do AI mode. "Making an extra $B is not cool, you know what is cool? $1T eyeball/query share". There's too much "hype metrics" focus to juice stock/IPO values, and AI bubble pop needs to shift from circular financing to outright cannibalizing each other.

Deepseek is an incredible lab, and Xiaomi espcially and several others from China, surprising. US models are good too, but the overspending has no competitive chance vs open models, or China's hardware advantages and progression.