DeepSeek's big challenge is that it's simply too small vs zAI Accordingly they'll be expanding aggressively, but it'll be uniquely hard for them. They are *very* elitist (you can see Chinese folks complaining they can't get an interview) and rely on tight culture fit.
TIL: z ai has 1100 employees, stock grew 100% in a week following success of GLM 5.2, and they have nearly 300m usd ARR
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by Q4'26/Q1'27 we'll see phase changes on both sides of the AI race. Multiple US labs will release Mythos-class models with RSI potential, GW-level campuses come online… And Chinese startups will have 2-3K staff, ≈100-200K GPUs. They are only NOW entering their «Hopper» era.
DeepSeek's big challenge is that it's simply too small vs zAI Accordingly they'll be expanding aggressively, but it'll be uniquely hard for them. They are *very* elitist (you can see Chinese folks complaining they can't get an interview) and rely on tight culture fit.
@teortaxesTex Before this month they were in a weird situation of being exclusive, elitist, and also underpaid, probably the last two needs to go.
@teortaxesTex Having the tech is one thing, scaling the team is another.
@teortaxesTex yeah that 100-200k gpu line is nuts