DeepSeek
Chinese AI company backed by a quant firm, releasing efficient models that punch above their weight on benchmarks.
Think of it like
The efficient builder; does more with less, partly through clever architecture.
Example
DeepSeek-67B matches much larger models with a mixture-of-experts architecture; very fast inference.
How it actually works
DeepSeek uses MoE (mixture of experts), which activates only a subset of parameters per token. This lets them build large models with lower inference cost. Recently open-sourced models and released DeepSeek Chat.
For product teams
Efficiency is a moat; lower inference cost means lower margins but huge volume potential.
For engineers
MoE architecture requires careful load-balancing but enables scale without proportional cost increase.
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