It didn't work...Next time I'll run it with DeepSeek Pro
AI bubble alert 🚨 $openai — $1.4T / $40B rev
$ANTHROPIC — $2T / $65B rev $DEEPSEEK — $74B / $500M rev $3.47T market cap vs $105.5B revenue. 🚨 something doesn’t add up 👀
The demand-vs-execution split is useful, but it is not the reason Chinese firms keep winning.
Shenzhen makes execution cheap because the physical stack is dense, parts, tooling, engineers, Friday prototype within an hour. That is 40 years of clustering and policy, not a founder
Venture Capitalists Will Not Pay For Your AI Tokens Forever | AI Hot Takes | S02E07
Hot take: Venture capitalists are not going to keep paying for your tokens forever. When proprietary API costs get too high, developers will outsource compute to open-source models like DeepSeek.
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