It's priced at 1/10, but deepseek is probably not profitable, also it's slow.

Even more interesting is the question if we would have a deepseek model without the US frontier models.

And then what's the value of the advantage that the frontier models have. It's definitely 100x more valuable to find zero days 3months earlier. Probably not in every domain but in enough domains having the smartest model is valuable.

False. Deepseek and other providers who host deepseek have no incentive to subsidise. They also price it similarly. So it is the true value.