DeepSeek真的不行了吗丨小白商业观

Group 1 - DeepSeek's monthly downloads have significantly decreased from 81.11 million in Q1 to 22.59 million, a drop of 72.2% [2] - The usage rate of DeepSeek has fallen from a peak of 7.5% at the beginning of the year to 3% [2] - The decline in DeepSeek's user data has raised concerns about the prospects of domestic AI, especially with the relocation of Manus's headquarters to Singapore [2] Group 2 - The reported decline in DeepSeek's data may not be as severe as it appears, as some technical communities argue that the statistics are based solely on its subscribers and do not include third-party channels [3] - DeepSeek's core philosophy is centered around "open source and openness," indicating that the company does not prioritize user engagement or commercial monetization as its main growth metrics [3] - Despite DeepSeek's challenges, other domestic AI companies like Qwen, Wenxin, Quark, and Kimi continue to perform well in the global AI rankings [3] Group 3 - China's advantages in the AI race include a vast market and diverse application scenarios, providing ample user behavior data and market demand [4] - The decline in DeepSeek's traffic raises industry-wide questions about maintaining technological leadership and achieving sustainable business models in the face of widely replicated model weights [4] Group 4 - The competition in the global AI industry has shifted from a "parameter race" to an "ecosystem race," emphasizing the importance of building an open, collaborative, and sustainable innovation ecosystem [5] - Future success in the AI industry will depend on the ability to create a smooth open collaboration mechanism that allows data, computing power, and algorithms to flow freely within the ecosystem [5] Group 5 - The key to success lies in transforming technology into scene value, commercial value, and social value, which may signal the beginning of China's "second growth curve" in AI [6]