> OpenAI and Anthropic, who now suddenly have to compete against a competitor that can produce the same product at (apparently) a fraction of the price. OpenAI

> OpenAI and Anthropic, who now suddenly have to compete against a competitor that can produce the same product at (apparently) a fraction of the price. OpenAI and Anthropic can react by adopting DeepSeek's compute enhancements and using them to build even better models. AI training is still very clearly compute-limited from their POV (they have more data than they know what to do with already, and training "reasoning"/chains-of-thought requires a lot of reinforcement learning which is especially hard) so any improvement in compute efficiency is great news no matter where it comes from.