国内第一波官宣弃用DeepSeek的公司出现了

Core Viewpoint - The announcement by Lu Chen Technology to suspend DeepSeek API services is primarily driven by cost considerations, despite DeepSeek's high theoretical profit margin of 545% [2][4][5]. Group 1: Company Actions and Decisions - Lu Chen Technology is the first company to officially announce the suspension of DeepSeek API services, coinciding with DeepSeek's announcement of a 545% theoretical profit margin [2][5]. - The decision to halt the DeepSeek API service was made without public explanation from Lu Chen Technology, but internal sources indicate that cost issues are the main reason [4][9]. - The official communication from Lu Chen Technology to users stated that the API service would be suspended due to business adjustments, allowing users to request refunds for unused balances [9]. Group 2: Cost Analysis and Industry Implications - The cost of providing stable access to DeepSeek services is significantly high, requiring substantial redundant computing resources that smaller cloud service providers like Lu Chen Technology cannot afford [10]. - DeepSeek's recent open-sourcing of many inference components has made it challenging for third-party MaaS providers to match official costs, leading to a narrowing of profit margins for these companies [10]. - The competitive landscape for smaller MaaS providers is deteriorating as DeepSeek's open-source initiatives disrupt existing business models, making it difficult for them to maintain a competitive edge [10]. Group 3: Founder’s Perspective - Founder You Yang of Lu Chen Technology has publicly expressed concerns about DeepSeek's cost structure, arguing that the reported training costs for models are misleading and that the actual costs for sustained operations are much higher [6][8]. - You Yang's analysis suggests that the profitability of third-party MaaS providers is questionable, as they often operate at a loss while trying to offer DeepSeek services [9].