Opinion: frontier models may let rivals build top infra and erode DeepSeek's moat
teortaxesTex · x · 2026-09-17
An underrated threat to DeepSeek from frontier labs: they effectively let everyone else build maximally performant infrastructure, eroding DeepSeek's moat. The author hedges — it depends on how long the "centaur" stage of AGI lasts — noting that for now, more capable people seem to get far more value out of AI.
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