DeepSeek Loading... : Investor Sentiment and Bull/Bear Views
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11:30
Jun 20
Jun 20
Chinese open-source AI models beat US rivals
Washington's export controls on Anthropic acted as free advertising for Chinese open-source AI: models from Jipu and DeepSeek are self-hostable, so they cannot be switched off by US regulators, and they are dramatically cheaper, with DeepSeek's flagship at about $0.87 per million output tokens, roughly 60x less than Fable 5. Usage data already show Chinese models dominating OpenRouter, and if AI is not a natural monopoly, margins collapse and the productivity benefits flow to users and Chinese model providers rather than to frontier-lab investors.
HIGH
About DeepSeek Investor Commentary
Across the available history and selected sources, Buzzberg tracks DeepSeek across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Patrick Boyle.