> The question is also what game they're playing. Deepseek came out of a hedge fund. I think it's no coincidence that their publications tend to have a large impact on AI stock prices.

Its revealing that they always seem to publish after some big announcement by American AI companies. But regardless, this is one of the benefits of a duopoly.

No more revealing than OpenAI, Anthropic and Google always having some new model that just so happens to be waiting in the wings whenever their competitors announce their own model bump.