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> I have no reason to believe that the leading US labs don't have their own optimizations, or that they learned of this particular optimization from DeepSeek.

If they already did, then DeepSeek still made them discount their prices significantly, which eats margin.

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Yes, competition is great for us.

I wonder if margins on GPT-6.1 Sol and Opus 5.5 are now 75% or 90%.

> 75% or 90%

The difference matters when they're investing the excess into salaries and bonuses to build the next frontier model.

Seen from a high-level perspective, if Chinese open models are compressing US AI labs' profit margins and those margins fund US AI labs' dominance, then open models are decreasing American AI dominance.

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