bullish
Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?
420 Views06 Mar 2025 22:19
SUMMARY
- DeepSeek's (DS) low-cost, high-performance open-source model fundamentally altered the AI landscape, but server overload of DS's chatbot caused poor user experience;
- Among many Internet platforms that integrated DS into their products, Tencent stood to benefit the most. Through DS, Tencent LLM climbed 3 spots to unseat ByteDance to become the No.1;
- What Tencent has done right including preprocessing, answer caching and building dedicated nodes. Now Manus is catching the imagination of AI monetization, Tencent can possible benefit more.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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