Silicon Valley Daily

The amount of enterprise value shifted from companies to consumer surplus in AI thanks to open source is extraordinary.

Also: where what is llama doing? Zuck has to be pissed.

Verified DeepSeek performance on ARC-AGI's Public Eval (400 tasks) + Semi-Private (100 tasks)

DeepSeek V3:
* Semi-Private: 7.3% ($.002)
* Public Eval: 14% ($.002)

DeepSeek Reasoner:
* Semi-Private: 15.8% ($.06)
* Public Eval: 20.5% ($.05)

(Avg $ per task)

DeepSeek @arcprize results - on par with lower o1 models, but for a fraction of the cost, and open

pretty wild

https://t.co/jIqunSJvRQ https://t.co/45DEk2r7vB

Greg Kamradt

The amount of enterprise value shifted from companies to consumer surplus in AI thanks to open source is extraordinary.

Also: where what is llama doing? Zuck has to be pissed.

https://x.com/GregKamradt/status/1881762305152872654

Llama is pretty tied to AWS and Azure. Meta and Amazon share the revenue that is generated by using Llama on AWS so there is an incentive to push them to companies using AWS..