I think this tells the VCs that it is better to invest in development than just infraastructure. After all DeepSeek shows that investing in AI Software developm

I think this tells the VCs that it is better to invest in development than just infraastructure. After all DeepSeek shows that investing in AI Software development can have a big payoff, rather than doing the exact same model-training that everybody is already doing. It's not the biggest that will win but the smartest.