They started with a well-timed sale right at the release of V4, when Anthropic was publically forced to admit they've been playing with the models in the background wasting peoples money, and Copilot pricing scheme changed pricing out top Opus models into higher tiers. DS sale got expanded to whole of May, as I'm sure they saw a trove of people feeding their tasks to them in parallel with their bad experience with Anthropic. This dynamic reaction to overall situation is refreshing to see.

>There is no moat in the model.

What's the "moat" in giving models away for free? Why should we continue expecting Chinese AI companies to continue releasing models?

I can very easily imagine protectionism coming into play.

Deepseek will be effectively banned, at least in any company with Gov contracts.

Americans get to pay 4x as much for EVs, and 6x as much for LLM tokens.