Censored language model
A lurking possibility is that DeepSeek isn’t as good as it seems, with some skepticism already appearing around its price-performance claims. Stacy Rasgon, a senior analyst at Bernstein Research, questioned DeepSeek’s underlying costs.
“Did DeepSeek really build OpenAI for $5M? Of course not,” he wrote in a client note. “The oft quoted $5M number is calculated by assuming a $2/GPU-hour rental price for this infrastructure, which is fine, but not really what they did, and does not include all the other costs associated with prior research and experiments on architectures, algorithms, or data.”
In use, DeepSeek makes elementary errors, not dissimilar to the ones that afflicted ChatGPT in its early days. Some of its responses also underline that the app imposes guard rails when run from a Chinese host. A good example is this report of its refusal to acknowledge the Tiananmen Square massacre, something the Chinese Government goes to extreme lengths to hide.