Hacker News Reader

I agree. The commenter you replied to makes it sound like the Chinese models are coming out of tiny startups with meager resources. It's really not a David vs Goliath story.

View on HN

Is it? From what i could find Anthropic and OpenAI are hovering around 5000 employees where as Deepseek and Moonshot are more like 300. The funding/investments are similarly many times less.

I agree that 300 employees is not a small company but the overall outlook for Anthropic/OpenAI is not geat.

It’s not about who’s developing the models, it’s the fact that free alternatives that are neck-and-neck are available at all. What’s the story for OpenAI & Anthropic’s valuation if they have to compete against free-weight models? Starts to feel like a commodity.

Reply on news.ycombinator.com