Looking at DeepSeek's moves, it's like the frugal philosophy of the older generation—save where you can, use domestic alternatives instead of imports.

Model manufacturers are pushing hard in a compute-scarce environment with a kind of stubborn determination to "bite the bullet." In the short term, they'll have to endure some capability gaps and talent loss is inevitable.

But behind this trade-off is essentially a reflection of the founder's personality. In the long run, the boss's vision determines the company's ceiling.