"DeepSeek rolled out two upgraded models, with claims they perform on par with GPT-5… and supposedly cost 25x less than GPT-5 and 30x less than Gemini 3 Pro (unverified, via X). Every day there’s a new leader… one day GOOG, then Kimi K2, then Anthropic… TPUs… no no GPUs. A rolling ball of creative destruction. Hard to know where the value actually settles. Feels like the true winners are adopters… a margin-creep story at labor’s expense but broadly the value accretion is to corporate margins" - Goldman head of Delta 1, Rich Privorotsky(zerohedge)