US Tech in Trouble over Deepseek?

"If this is true and deep SE now offers a free open-source large language model that is superior to cat GPT and Gemini what's going to happen right so the first thing that could happen would be this could def definitely lower the revenue of these companies if they are forced to lower the prices for their llm subscriptions their large language model subscriptions... The most impacted would obviously be open Ai and anthropic why because the entire business model their main Revenue comes from subscription of its AI large language model so they'll be the biggest to be hit right now"

"I believe that long-term the demand will grow the demand will make up for it okay over time why because as large language models become more cost effective... there could be a wider adoption of AI across industries... this would result in a larger overall user base that will increase the aggregate demand for AI related Hardware which means you still need a lot more Hardware as as as we grow in this AI Revolution and this would offset a lower demand per model at the same time even if one solution which is llms is more efficient there'll be a rise among the hyperscalers to deploy more advanced or specialized models that could keep the demand for advanced chips high"

"now that China has proven that it's catching up with the us if you are the US companies will you be more frightened yes like damn the Chinese are catching up so all the more you may not want to cut back on your cacks all the more you may say I want to spend more and get the best chips and the most advanced ships so that I can take it even further right so it may swing the other way as well"