Company
DeepSeek is the Chinese lab whose low-cost, open-weight models rival far more expensive frontier systems.
The brief: buyers are capping AI budgets and routing spend to cheaper Chinese open-weight models, just as OpenAI and Anthropic head for IPOs.
The year free models caught the frontier. The brief.
The brief: two MIT-licensed MoE models, 1M context, and the first DeepSeek architecture built for Huawei chips.