Analyzing AI Pricing and Efficiency Claims

Unpacking several days of dizzying reactions to DeepSeek, including a closer look at the costs of model development, why the heightened scrutiny looks like a coping mechanism, DeepSeek’s efficiency breakthroughs, the implications for big tech, and the future of export controls on semiconductors.

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DeepSeek FAQ — Stratechery

DeepSeek-R1, DeepSeek Implications — Stratechery Update

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