DeepSeek Made AI Cheap. Now It Needs Billions to Keep It Cheap. (opens in new tab)

Covers 3 stories including Try API on DeepSeek, It's really super fast and cheapDiscussed on Substack

CAISI says DeepSeek V4 Pro still trails the U.S. frontier. The more interesting question is why the Chinese lab that made AI look inexpensive may now need a multibillion-dollar first outside round.

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