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Core Viewpoint - The article discusses the competitive landscape of AI large models, focusing on DeepSeek's challenges and the emergence of new players like Kimi, which are rapidly gaining market attention and user engagement [3][4][10]. Group 1: DeepSeek's Performance and Challenges - DeepSeek experienced a significant decline in monthly active users, dropping from a peak of 1.69 billion in May, reflecting a 5.1% decrease [4]. - The user engagement for DeepSeek has fallen from a peak of 7.5% in January to 3% by the end of May, with a 29% decrease in website traffic [4][5]. - The company has faced delays in launching its R2 model due to unexpected export restrictions on the H20 chip, which has limited its computational resources [5][8]. Group 2: Competitive Landscape - Other AI players, referred to as the "AI Six Dragons," are set to release new foundational models, intensifying competition against DeepSeek [3][4]. - Kimi's K2 model has achieved state-of-the-art performance in various benchmarks, surpassing DeepSeek in tasks related to coding and mathematical reasoning [14]. - The pricing strategy of Kimi K2 aligns closely with DeepSeek's API pricing, making it a direct competitor in terms of cost [15]. Group 3: Market Dynamics and User Preferences - DeepSeek's reputation for cost-effectiveness is being challenged as competitors like Alibaba, ByteDance, and Baidu offer lower-priced alternatives [13]. - The lack of significant upgrades in DeepSeek's models has led to a perception shift, with users increasingly viewing it as less competitive compared to newer models [12][13]. - The context window limitation of DeepSeek's models (64K) is significantly smaller than that of competitors like Kimi K2 (128K) and MiniMax-M1 (1 million), impacting its performance [22][23]. Group 4: Future Considerations - To regain market interest, DeepSeek must expedite the release of new models and enhance its capabilities, particularly in multi-modal functionalities, which are becoming increasingly important in the AI landscape [28][30]. - The article suggests that DeepSeek's focus on open-source development should also align with commercial viability to maintain user engagement and developer activity [24][25].