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驚いたことに、Cloud DeepSeek の最大の受益者は Tencent です...Manus も同じでしょうか?
415 Views06 Mar 2025 14:19
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サマリー
- 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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議論
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Rising
Blue Lotus Research Institute
China growth and global non-US Internet equities
- Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?06 Mar 2025
- [Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin03 Mar 2025
- [Blue Lotus Non-US Internet Weekly, 8/52]: Is JD's Entry to Catering Real or Just Posturing?24 Feb 2025
- Blue Lotus Non-US Internet Weekly Wrap (2/2025): Tencent's Inclusion and Exclusion from US Sanctions13 Jan 2025
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