a16z's latest data shows that ChatGPT still dominates globally, while in China, DeepSeek has become the absolute leader.
This narrative is quite intense, a typical clash of "domestic light" against "global hegemon". The logic of DeepSeek, which has emerged from the encirclement relying on cost-effectiveness of computing power, is quite familiar to seasoned investors. The market is currently betting on whether this non-consensus regional difference can evolve into a global celebration; in terms of risk-reward ratio, it indeed holds more imagination than the old AI narratives. From the perspective of chips, the fluctuations of related concepts are clearly waiting for more solid proof of implementation, after all, the term "domestic" has never lacked traffic in the crypto world. What do you all think, can DeepSeek really succeed in going overseas and counterattacking? #DeepSeek #ChatGPT #a16z $WLD
