Making training more effective makes every unit of compute spent on training more valuable. This should increase demand unless we've reached a point where better models are not valuable.
The openness of DeepSeek's approach also means that there will be more smaller entities engaging in training rather than a few massive entities that have more ability to set the price they pay.
Plus reasoning models substantially increase inference costs, since for each token of output you may have hundreds of tokens of reasoning.
Arguments on the point can go both ways, but I think on the balance I would expect any improvements in efficiency increase demand.
Unless we get actual AGI I don't honestly care as a non coder. The art is slop and predatory, the chatbots are stilted and pointless, anytime a company uses AI there is huge backlash and there are just no commercial products with any real demand. Make it as cheap as dirt and I still don't see what use it is besides for scammers I guess...
Making training more effective makes every unit of compute spent on training more valuable. This should increase demand unless we've reached a point where better models are not valuable.
The openness of DeepSeek's approach also means that there will be more smaller entities engaging in training rather than a few massive entities that have more ability to set the price they pay.
Plus reasoning models substantially increase inference costs, since for each token of output you may have hundreds of tokens of reasoning.
Arguments on the point can go both ways, but I think on the balance I would expect any improvements in efficiency increase demand.