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title: Why we won’t see another DeekSeek moment anytime soon
description: The DeepSeek moment in January 2025 led markets to believe open-weight models would make compute worthless. Eighteen months later, models like Kimi K3 show the...
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og:description: The DeepSeek moment in January 2025 led markets to believe open-weight models would make compute worthless. Eighteen months later, models like Kimi K3 show the...
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# Why we won’t see another DeekSeek moment anytime soon

**[Kilo Blog](https://daily.dev/sources/kilo-ai-blog)** · 5 min read · 0 upvotes · 0 comments

## Summary

The DeepSeek moment in January 2025 led markets to believe open-weight models would make compute worthless. Eighteen months later, models like Kimi K3 show the opposite: high-intelligence open models demand enormous compute to serve at scale. Moonshot AI's throughput collapsed after K3's launch, pausing new subscriptions. Frontier pricing has dropped 4-5x over three years, but demand grew by orders of magnitude — a classic Jevons paradox. The real scarcity was never the model itself but the compute capacity to serve it. Capacity is also volatile: models can be throttled, pulled by export controls, or repriced with no notice. The strategic response is model routing — staying vendor and provider agnostic so workloads can shift to wherever capacity exists. Another stock-market-collapsing DeepSeek moment is unlikely because cheaper, smarter models only increase compute demand rather than reduce it.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://blog.kilo.ai/p/no-second-deekseek-moment>

## Similar posts on daily.dev

- [DeepSeek V4, Kimi K3, and the Strange New Price of Intelligence](https://daily.dev/posts/deepseek-v4-kimi-k3-and-the-strange-new-price-of-intelligence-ugfsk7yvx) · Medium · 1 upvotes · 0 comments

---

Tags: [#llm](https://daily.dev/tags/llm), [#ai-inference](https://daily.dev/tags/ai-inference), [#deepseek](https://daily.dev/tags/deepseek)

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