> If DeepSeek don't have a competitive advantage, then no-one has a competitive advantage. There is no moat. Smaller models are just a few months behind large

> If DeepSeek don't have a competitive advantage, then no-one has a competitive advantage. There is no moat. Smaller models are just a few months behind large proprietary ones. But the distribution of tasks might be increasingly solvable with smaller models, leaving little for the top models which are also more expensive.