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Kevin Werbach
kwerb.com
did:plc:rornabwd4egreuyufnkvta6f
I was going to say that DeepSeek making $200 million/year on >500% profit margins is almost as big a deal as its model performance to training cost improvement.
Then I saw that's "theoretical."
https://www.bloomberg.com/news/articles/2025-03-01/deepseek-reveals-theoretical-margin-on-its-ai-models-is-545
2025-03-01T17:26:50.752Z