Part 05Cheap intelligence arrives
On August 9, Wyndo published step-by-step instructions for pointing Anthropic’s coding tool at DeepSeek’s servers.
OpenAI and Anthropic Are Not the Same BusinessCompany
DeepSeek
DeepSeek is named in 2 Parts of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.
Privately held; no market quote.
Where the argument touches it
On each side.
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 05 · OpenAI: commoditizedAug 20, 2026
Michael Spencer predicts Anthropic will achieve AI supremacy status in 2027 and by 2030 will have no comparable peer competitor, not Google, OpenAI, DeepSeek, or Alibaba.
OpenAI and Anthropic Are Not the Same Business Who is on each side Source
Part 05 · Voices that cross sidesAug 13, 2026
Wyndo cites Artificial Analysis benchmark results as evidence of rapid open-weight model improvement: Kimi K3 scored 57 on its Intelligence Index (13 points above Kimi K2.6, per the July 17 evaluation), and DeepSeek V4 Flash 0731 scored 10 points…
OpenAI and Anthropic Are Not the Same Business Who is on each side Source
In The Buildout
Where DeepSeek appears.
One line per story, from the story itself.
Part 05Cheap intelligence arrives
The same task cost about $0.32 on Claude Opus 5, about $0.24 on Kimi and roughly half a cent on DeepSeek.
OpenAI and Anthropic Are Not the Same BusinessPart 05A premium still holds
DeepSeek then raised prices.
OpenAI and Anthropic Are Not the Same BusinessPart 03Demand has teeth
His checklist is substantial: token demand is up roughly 17,000-fold in four years; DeepSeek raised token prices despite a strategy built on undercutting; combined OpenAI and Anthropic revenue run rates crossed $110 billion in July; and Morgan Stanley put hyperscaler returns on AI capital expenditure at 25 to 46 percent.
The Machines Will Work. The Debt Might Not.
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Analysis and opinion, not investment advice. Figures are as of the dates cited in each story.