I don't disagree, but the important point is that Deepseek showed that it's not just about CapEx, which is what the US firms were/are lining up to battle with.

In my opinion there is something qualitatively better about Deepseek in spite of its small size, even compared to o1-pro, that suggests a door has been opened.

GPUs are needed to rapidly iterate on ideas, train, evaluate, etc., but Deepseek has shown us that we are not yet in the phase where hardware CapEx guarantees victory. Imagine if Deeepseek hadn't been open sourced!