SemiAnalysis is hiring an analyst in New York City for Core Research, our world class research product for the finance industry. Please apply here It’s been a bit over 150 days since the launch of the Chinese LLM DeepSeek R1 shook stock markets and the Western AI world. R1 was the first model to be publicly released that matched OpenAI’s reasoning behavior. However, much of this was overshadowed by the fear that DeepSeek (and China) would commoditize AI models given the extremely low price of $0...