Analyst: DeepSeek Falls Behind Moonshot and Alibaba in China

peterwildeford · x · 2026-08-14

Tech analyst Anthony Aguerre expressed surprise that DeepSeek has fallen behind Moonshot (Kimi) and Alibaba (Qwen) in the Chinese LLM race.

Cited opinions suggest DeepSeek has been disappointing this year: the V4 model was delayed and smaller than expected, and price hikes have further hurt its position, dropping them to 4th or 5th place in China.

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