DeepSeek and Qwen set a floor American open-weight models can't match without subsidy or a different cost structure, and that price/performance ratio drives adoption more than benchmarks.
Anthropic is profitable now. They have massive debt looming over them, but they're at least making more than they spend each quarter.
Transformanshen · · focus · HN ↗
mapontosevenths · · focus · HN ↗