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SemiAnalysis -(万字长文)关于DeepSeek的一些测算!中国在真实培训成本、封闭模型利润率影响方面的领先地位!

水木纪要  · 公众号  ·  · 2025-01-31 22:47
    

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2024更多一手调研纪要和研报数据,点击上面图片小程序 DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently stands, DeepSeek daily traffic is now much higher than Claude, Perplexity, and even Gemini. DeepSeek 席卷全球。在过去的一周里,DeepSeek 成为了世界上所有人都想谈论的唯一话题。目前,DeepSeek 的日流量已远远超过克劳德、Perplexity 甚至双子座。 But to close watchers of the space, this is not exactly “newˮ news.We have been talking about DeepSeek for months (each link is an example). The company is not new, but the obsessive hype is. SemiAnalysis has long maintained that DeepSeek is extremely talented and the broader public in the United States has not cared. When the world finally paid attention, it did so in an obsessive hype that doesnʼt reflect reality. 不过,对于该领域的密切关注者来说,这 ………………………………

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