TFTC on Nostr: DeepSeek's founder leaked a 4-hour investor meeting and the strategy is almost ...

DeepSeek's founder leaked a 4-hour investor meeting and the strategy is almost comically simple: build the best model, open-source it, price APIs at cost recovery, and let others build the applications.

Meanwhile Altman and Amodei preach openness and safety while racing to control the model, the interface, the enterprise deal, the consumer account, and the policy moat.

One side is trying to own the entire intelligence supply chain before the window closes. The other is acting like the work matters more than winning every adjacent market today.

Scarcity breeds efficiency. DeepSeek had limited chips so they engineered around it. American labs had unlimited capital so they spent around waste. Guess which approach compounds better.

Low time preference wins again. Bitcoiners know this.