The question is whether they can penetrate those markets before going bankrupt

My take: no

They are still pretty much competing for software development, you see only tiny verticals being tried by OpenAI and Anthropic, with Claude Design et al

This can be better done by other companies, with a fresh balance sheet, don't you think?

There'll be plenty of people at Anthropic and OpenAI opening those companies

I agree you on these issues. When we look back to the first and second industry revolution, how many companies survive to today since then? It takes time and it’s a relay game, but more fast than past.

So I think there’re huge opportunities for everyone involving in.

Talking back to deepseek’s announcement, I think it is smart and funny but we needn’t to be panic on this forecasted price rising at all. Just sit and relax, and wait for big news announced by other model players. At least glm 5.3 is on its way.