DeepSeek Moments Now the New Normal?
Some tech giants, including Alphabet, Amazon and Microsoft, will continue to deploy AI effectively to cut costs and improve existing services that already reach billions of people.
But some insurgent AI start-ups, such as OpenAI and Anthropic that are aiming for blockbuster flotations this year, still need to convince investors they can build competitive moats around their own businesses.
How will the US tech giants respond to the increasing popularity of Chinese open-weights AI models?
A year ago, China’s DeepSeek shocked the AI industry by releasing a highly performing reasoning model at a fraction of the training costs of most US counterparts.
FT editorial 2 January 2026
https://www.ft.com/content/a221f976-6b06-4916-9b87-96e63213d8a2
A little-known Chinese AI company recently released an open-source reasoning model that challenged Western dominance and was developed at a fraction of the cost. And no, it’s not DeepSeek.
A little-known Chinese AI company, Moonshot AI, released an open-source reasoning model, Kimi K2 Thinking, that challenged Western dominance and was developed at a fraction of the cost.
The model now ranks second on Artificial Analysis' intelligence index, behind only OpenAI's GPT 5.1, and outperformed OpenAI on a benchmark measuring complex, problem-solving tasks.
The cost gap with the West is striking, with Kimi K2 Thinking reportedly costing $4.6 million to train, and Silicon Valley has taken notice, with more US startups building on Chinese AI models, including Moonshot's.
Catherine Thorbecke Bloomberg November 17, 2025
https://www.bloomberg.com/opinion/articles/2025-11-17/ai-are-deepseek-moments-now-the-new-normal
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