Caution is advised regarding the overreaction to the cost advantages of OpenAI, Anthropic, and DeepSeek.
The training cost of DeepSeek has significantly decreased, attracting attention from the global AI industry. The two major American AI companies, Anthropic and OpenAI, are attempting to diminish the impact of the company's technological leadership.
Mr. Amodei, CEO of Anthropic, believes that the decrease in DeepSeek's training costs aligns with industry trends and does not exceed technical limits. He states that the performance of DeepSeek-V3 still shows differences compared to the current models in the USA.
Mr. Mark Chen, a senior researcher at OpenAI, while evaluating the achievements of DeepSeek, thinks that external interpretations of its cost advantage are excessive. He emphasizes that OpenAI also possesses sufficient capabilities in cost management and model optimization.
The emergence of DeepSeek poses a threat to OpenAI. Professor Gary Marcus from New York University suggests that DeepSeek's free services could seriously impact OpenAI's business model, questioning OpenAI's high evaluation.
Mr. Amodei states that DeepSeek is not a technical breakthrough but is progressing along the trend of normal cost reduction, pointing out its significant geopolitical implications. DeepSeek is the first to indicate this trend among Chinese companies.