DeepSeek says open source won’t hurt revenue if models recoup costs in 10 months
teortaxesTex · x · 2026-07-23
DeepSeek’s leadership argues that open source does not hurt its business model if pricing only targets roughly a 10-month payback.
- The core claim: once the model is priced to recoup costs in about 10 months, third-party independent deployment becomes unprofitable.
- The company says open sourcing the model has “zero impact” on its revenue under that profit assumption.
- It also suggests the stronger models it deploys internally are the same ones it plans to open source, so there is no split between a “better private model” and a weaker public one.
- The broader rationale is strategic: open source is framed as a long-term sustainable way to stay at the frontier and improve the odds of reaching AGI.
Related event: DeepSeek Founder's Investor Call Reveals AGI Roadmap and Compute Plans(37 posts)→
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