Surely not... What made DeepSeek disruptive was that the cost was 10X lower.
In this case, the cost is about 2X lower the Sol I think?
At 2X, you're pretty close to the error margins due to token efficiency etc...
I'd say this is "on trend" for open models catching up to frontier labs, but its not a "change in the trend" like DeepSeek was IMO.
The frontier labs need to recoup a huge amount of cash to cover their model development costs, and justify their valuations. That’s plausible when they’re only ones capable of selling inference on these models, it a lot less plausible when models themselves become cheap commodities, and you’re just competing on your ability to provide compute. Anthropic and OpenAI can’t compete with people like AWS on that front.
https://twitter.com/Kimi_Moonshot/status/2077830229968683203
> customers will flock to the cheapest inference
It was impressive work, but models were commoditizing and inference costs were dropping rapidly already. They were neither the first nor the last 10x optimization, from what I’ve seen.
By definition there is no model that is both cheaper and as intelligent or better than another on the frontier.
Is that better?