Speaker unverified: belief

Transcript context

…Yeah. I mean, again, I I, I don't like this label of how Fast Open Source caught up because it's really how Fast Deepsea caught up. Right. And now we have, like, I think some of it is that Deepsea is basically gonna stop open sourcing models. Yeah. So like there, there's no team open source, there's just different companies and they choose to open source or not. And we got lucky with deep seek releasing something and then everyone else is basically distilling from deep seek and those are distillations. Catching up is such an easier lower bar than like actually catching up, which is like you, you are like from scratch. You're training something that like is competitive on that front. I don't know if that's happening. Like basically the only player right now is we're waiting for LA four. I mean, it's always an order of magnitude cheaper to replicate what's already been done than to create something fundamentally new. And so that's why I think deep seek overall was overhyped. Right? I mean obviously it's a good open source, new entrant, but at the same time there's nothing new fundamentally there other than sort of doing it executing what's already been done really well. Yeah,…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.