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I liked Matt Levine’s newsletter few days ago where he hypothesized scenarios where it’s much more profitable to short your competitors, then release a much better version of some widget completely free, and then profit $$$. Which is plausible here too, considering DeepSeek is made by a hedge fund.


How would that work out here though? "Open"AI is not publicly traded. Any kind of shorting would be quite indirect.


Came here to mention this too. Seem almost so obvious that I'm surprised this isn't the dominant angle.




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