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Open-Source Frontier AI: How DeepSeek V4 Disrupts the Market in 10 Minutes
DeepSeek V4 lands as a credible open-source frontier model — and rearranges the competitive landscape in real time. What it changes for buyers, builders, and incumbents.
The Promise
The Risk
Why this matters
For the first time, an open-source model is competitive with the best closed frontier models on real benchmarks — and on price it isn’t even close. That changes the math for every buyer comparing model spend, and for every incumbent counting on closed-source moats.
This special episode covers what’s genuinely new, what to watch for, and how to think about the trade-offs of running on an open-source frontier.