
Photo: Imago / Cfoto
Once on the first lanes of the world media, the free analogue of ChatGPT instantly brought down the markets. NVIDIA shares fell, the startup of Nebius Arkady Volozha sagged, all the players tied to artificial intelligence technologies rained down. The total NASDAQ index lost a trillion dollars. An unprecedented and most importantly - an absolutely unexpected event.
The fall of NVIDIA shares is logical - their most powerful chips are prohibited for exporting to China by sanctions. Moreover, a weak version designed for the Chinese market was also limited to distribution. The conclusion is simple: it turned out to achieve success comparable to Open AI without access to modern technologies.
A small Chinese company has long bought chips, its owner Liing Venfeng did this rather for research and entertainment than he wanted to build a popular product. According to the creators, the cost of the DeepSeek R1 model amounted to $ 5.6 million. While competitors spend hundreds on such activities.
As a result, naturally a home -made for three kopecks went around about all the monsters, the creation of which billions were spent. It turns out uncomfortable.

If you exclude professional tests, then the delight of user experience is subjective. Someone likes ChatGPT, others are closer to the language that Claude says, others are used by aggregators like You.com. The market is competitive and diverse. The funny feature of Deepseek is a demonstration of how the neural network reflects on the answer. However, try yourself. For free. You can on the site, you can, having downloaded the application that has already taken the main position in the AppStore. By the way, this is the second case this year, when the Chinese product takes off to the tops of American and European hit parades. The previous one - the social network Rednote - has gained popularity after the possible blocking of Tiktok in the United States. Given the competition factor between the two powers, this is excellent visualization of missing virtual blows. Which, of course, is an injury for the American establishment.
It was previously believed that competition in this market is extremely complicated. Not only because of a large number of physical resources - not just so prohibited the supply of modern iron to China - but also intellectual. Between large American players there is a constant war for valuable personnel. Deepseek discovered a new era, demonstrating to others that both statements are not true. And the fact that success has happened without the support of the Chinese government and the capacities of large business is impressive.
Of course, the model is not perfect. The public tests, which with the usual cruelty attacked a soulless car, revealed censorship familiar to Chinese services. But not total. If you torment, for example, a chat with questions about student uprisings in Tiananmen Square, a very sensitive topic for the Chinese government , the quality of the answers may depend on different factors. In Russian, he is fully answered, afraid in English. However, users of most services are faced with certain restrictions. The result depends on the flexibility of the interpretation of the laws of robotics. But the position of the heart, it is worth recognizing, objective information about dictatorships and political events - a drop in the ocean of opportunities that artificial intelligence gives us.
Profile commentators were divided into two camps. Those who are directly involved in the creation of AI are horrified to look at the fall of stocks and make surprised eyes, trying to choose the right words. This can be understood. Mark Zuckerberg alone invested in the infrastructure tens of billions. The resentment that some unknown developers, and even from China, so elegantly wiped their nose, is clear. External observers, on the contrary, are full of optimism. The success of Deepseek shows that technology, it would seem, available to the elect, can now be used by everyone.
On the territory from Silicon Valley to Washington, heavy days came. Such a market fall has not yet been in history. Demand instant response from speakers is cruel. But the analysis of flights has already begun. Right now, the best minds of mankind, whose work was to create unique innovative products, reflect on how, with all the possibilities of both financial and administrative, their fifth point was the modest team of Chinese programmers. The result of these thoughts will be very curious.
In any case, the market of artificial intelligence changed exactly in one day to and after. The appearance of Deepseek showed that everything is not solved by politics, not money, or even extraordinary brains.
Considering that the documentation is open and everyone, thousands of enthusiasts around the world, are previously limited by certain resources, can look under the hood, will be included in the global race of artificial intelligence. And this is an enchanting "sabotage".
In general, this cannot but rejoice - the technology is by nature a democratic thing, and the political battles of the two powers are more annoying than they bring some benefit. For the layman, this is just a gift from heaven. If earlier I had to choose between a dozen models belonging to large companies and, accordingly, hundreds of products created on their base, now, in the coming months, the choice will expand to thousands of offers that do not require billions of dollars to create and maintain infrastructure. Competition is always good and users only benefit from this.
But the story of the appearance of Deepseek, a sudden take -off, a shock of large business and the collapse of the stock market once again demonstrated the fragility of existing structures. It would seem that the total monopoly of large companies, endless administrative support, sanctions in the end ... And in the end , a small company destroys all plans at once. This is a great example that gives inspiration - and one warrior in the field.
Events take place in real time. We still do not know what Google, Microsoft and other croupon are answered, it is not known what Donald Trump’s actions will be, who literally boasted his support for American businessmen working in the field of artificial intelligence, but there will definitely not be boring. So far, the main conclusion from this story is that no matter how smart or does not seem to modern solutions, the main player in this meadow is still a person, not iron and money.