Cloud & Infra impact 16

DeepSeek-V4 arrives with near state-of-the-art intelligence at 1/6th the cost of Opus 4.7, GPT-5.5

DeepSeek-V4 arrives with near state-of-the-art intelligence at 1/6th the cost of Opus 4.7, GPT-5.5 The whale has resurfaced. DeepSeek, the Chinese AI startup offshoot of High-Flyer Capital Management quantitative analys…

Why it matters

A useful signal for anyone monitoring near. The arrives factor makes this more consequential than it first appears.

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