The DeepSeek moment represents the end of the first chapter of AI's recent takeoff as told through the emergence of ChatGPT. It reminds us, that while substantial resources, coalitions, brands, and trends have been established, the narratives we have been championing are not set in stone. DeepSeek, especially with R1, resets all the narratives around open vs closed, US vs China, scaling and commoditization, etc. as we prep for yet another acceleration in the diffusion, progress, and adoption of AI.
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