Certainly but also the OP was making Ana argument that DeepSeek proved something and I am arguing that most of this market is not valuing on the model but the consumer commercial offering.

Exactly, right? It went from "OpenAI seems like years ahead" to "well, maybe if DeepSeek can do it so can we, let's try".

Yet your original statement still lack meaning, at least for me. Years down the road and OpenAI is still leading on the consumer front which is also where all these valuations are coming from.

My claim that initially it was a lot further down the road, now it's a lot less further. Initially Google fumbled for sure but they are catching up quickly.