> The US trade war with china which will place deepseek compute availability at disadvantages Will it? We don't know what it will look like yet, but restrictio

> The US trade war with china which will place deepseek compute availability at disadvantages Will it? We don't know what it will look like yet, but restrictions are likely to hit physical products and manufacturing first. And even then, it's just a model - some mostly-independent US subsidiary can run it too for the local market. > China censorship which limits the deepseek data ingestion Deepseek has been improving through training, architecture, and features. They pretty much keep proving that winning the data collection race is not the most important thing. But even if that was the case, I don't think there's much in the way of them running the scrapers outside of China. > Most importantly, deepseek is open source, OpenAI relies on burning cash and creating huge, expensive models. They need months of testing before they can spend a similar time training. Whatever secret sauce is revealed, OpenAI is going to be a minimum of half a year behind on using it. (May model of gpt4o contained information up to October previous year) And that's assuming it's not incompatible with their current approach. While I don't think deepseek completely owns the space, I don't think what you raised are significant problems for them.