Hugo (@robonaissance): "By V4 launch, the open agent-layer infrastructure integrated with DeepSeek weights at release-day level: Claude Code, OpenClaw, OpenCode. The downstream ecosystem became the long-term moat."

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By V4 launch, the open agent-layer infrastructure integrated with DeepSeek weights at release-day level: Claude Code, OpenClaw, OpenCode.

The downstream ecosystem became the long-term moat.

DeepSeek’s bet is that the asset is the ecosystem the weights produce, not the weights themselves.

Hugo

May 6

at

10:22 PM

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