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Correct - as said on CNBC - no material price difference. Whether TCO where they all spent > $1 B or final training run where they all spent < $20 M - the real break thru is a truly open source model that moved ahead of US open source & got closer to anthropic, goog and OAI. 🚀

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New report by leading semiconductor analyst Dylan Patel shows that DeepSeek spent over $1 billion on its compute cluster. The widely reported $6M number is highly misleading, as it excludes capex and R&D, and at best describes the cost of the final training run only.

DavidSacks ↗
Library as of 2026-10-20