alt Hacker NewsThe frontier labs are currently at point where they are essentially fighting for smaller and smaller piece of the pie.
The amount of tasks open models are just fine for increases every month, so there is just less and less tasks where you need frontier models.
This achieves 2 things:
* companies that might have reservations about chinese models having training backdoor are getting tools to train its own * the tricks deepseek uses to make building them faster can now be used by more companies, increasing competition even further.
So to answer the question: The pie is already shrinking, and that just makes it even faster
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This assumes the set of tasks we want to use AI for is static. I don't think that assumption is true, it definitely hasn't been true up to this point.
This is a wrong mentality imo. Because we are nowhere near reaching a good quality and feature level on software in terms of the generally known theoretical ceilings.
For example you can use a database and see how it is nowhere near reaching any hardware limit. Or you can use some arbitrary software and see how it fails miserably once you start playing with options.
There is so much room for being better that I don’t think anything is justified for cutting including programmers.
Whether these companies will be able to sustain their business or weather software companies will prioritize paying LLMs instead of programmer I don’t know but the ceiling is way above
You're confusing software development use vs mass population use. And what you're claiming is entirely unsupported by the actual facts.
GPT's pie keeps getting larger, not smaller. Anthropic is growing hyper fast. DeepSeek and Kimi were supposed to put an end to that and the exact opposite has happened. The HN doomsayers are at 100% on being wrong spanning years at this point. It should be embarassing to be so wrong at some point.
The userbase that GPT has is not going to migrate to Chinese models. They don't even know where to find them to use them for the most part. They don't know their names. They don't know the difference between any of the models. They know: Google, GPT, Microsoft, Apple, Android, Samsung, etc.
GPT's foundation and future is as a service model. Anthropic is the frontier player that is potentially heavily threatened by China's models. It will require that Anthropic stay out in front and remain price competitive, and so far they're growing at the fastest pace of any start-up in world history.
> companies that might have reservations about chinese models having training backdoor are getting tools to train its own
This release is an inference stack, not training.
> the tricks deepseek uses to make building them faster can now be used by more companies, increasing competition even further.
But again, this is just inference, and specific to DeepSeek models. DeepSeek models are already dirt cheap on OpenRouter at pricing / speeds comparable to or better than DeepSeek's first party endpoint which uses this stack.
Yes, this repo will help others optimize inference, but it's nowhere near the hype being proclaimed in this thread.