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This was the week that deep-seek roiled the markets. The Chinese AI start-up caused this tech sell-off that sent Nvidia shares down 11% on the week Microsoft down 6. But despite the threat, it might represent AI companies are surprisingly embracing that open source model now. I dear Dribose explains in today's tech check. Happy Friday D. And its geopolitical implications, tech is really full steam ahead on adopting and promoting the model. Now at the core of this momentum is real excitement about the technological leap deep seek has made, higher performance with fewer resources. It's also because it's open source. So companies see it as both adaptable and scalable, making it an easy choice to integrate and build upon. Mark Zuckerberg praised its advancements on Meta's earnings call this week and said that he hopes to implement those advancements into their own systems. On CO Andy Jassy last night posting to X DeepSeq's integration with AWS and also promoting it with a casual have at it. In videos now offering deep seek for enterprises, calling it a perfect example of test timescaling and that is an AI system that can adapt and improve its performance on the fly, making it highly useful for AI applications. And on the same day, guys, that Microsoft began probing deep seek for improperly using open AI data. It also quietly made deep seek Failable on Azure, it's cloud computing platform. On last night's Apple earnings call, Tim Cook paid DeepSeek a complement too, saying that its models represent innovation that drives efficiency. And that guys raises the question, as Apple looks for an AI partner in China, could DeepSeek be it? Now, this isn't limited to just AI companies. I spoke to a founder of an AI infrastructure startup, Base10, two in Srivastava. He said that he's heard from nearly two dozen Fortune 100 companies, This week, not only do they want to run deep-seek models, but it's changed their entire view on licensing AI. They're questioning the premium that they have been paying for OpenAI in Azure and Cloud in AWS, which does bring us to OpenAI. With O3 expected soon, this is their next big model, reasoning model. The pressure is on. The big question that the market that developers, users are going to want to know, is can it deliver enough of a performance jump to justify its premium pricing? or has DeepSeek rewired the entire market, pushing even the biggest AI customers to expect more for less, and that is certainly where this week has trended. That's definitely going to be the new wrinkle in the conversation, D, whether or not it's commoditized across the board or whether there's still room for premium products, yeah? I think this has sort of been the nail in the commoditization network. I mean, DeepSeek was able to essentially replicate, outperform in some cases, our most advanced model, so that is leading many to wonder Do we need to pay for close source APIs? Or can we go directly to the frontier through a deep seek, through a number of other models that are doing very similar things at less of the cost?

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